“[T]his is a leading edge and transformational course for the next generation of thought leaders and master practitioners.”
Elizabeth Jetton
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2023 Course Announcement & Materials
Faculty Members
![](https://thefiduciaryinstitute.org/wp-content/uploads/2024/04/harold-evensky.png)
Harold Evensky
Founder, Evensky & Katz / Foldes
Harold R. Evensky | Evensky
![Cheryl Holland](https://thefiduciaryinstitute.org/wp-content/uploads/2019/06/Cheryl-Holland-1.jpg)
Cheryl Holland
Founder, Abacus Planning Group
Cheryl Holland, CFP ® | LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/elizabeth-jetton-edited.jpg)
Elizabeth Jetton, M.Ed., Financial Life Planning, CFP®
Adjunct Professor, Golden Gate University
Elizabeth Jetton, M.Ed., CFP | LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/Rick-kahler-edited.jpg)
Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®
President, Kahler Financial Group
Rick Kahler, MS, CFP®, CFT-I™, CIFSP, CeFT® | LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/ross-levin.png)
Ross Levin, CFP®
Founder & Shareholder, Accredited Investors
Ross Levin | LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/05/Andrea-Millar_OPT-small-edited.jpg)
Andrea Millar, RLP®, CFLA, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
Andrea Millar, RLP®, CSA, CFLA, CPA/PFS | LinkedIn
![](https://thefiduciaryinstitute.org/wp-content/uploads/2021/08/Dan-Moisand.jpg)
Daniel B. Moisand, CFP®
Dan Moisand | Moisand Fitzgerald Tamayo
![Dan Solin](https://thefiduciaryinstitute.org/wp-content/uploads/2016/09/DanSolin-e1474229046230.jpg)
Dan Solin
www.DanSolin.com
![](https://thefiduciaryinstitute.org/wp-content/uploads/2023/04/KAR-Feb-2023-1347x1500.jpg)
Knut Rostad, MBA
Founder, President, Institute for the Fiduciary Standard