STAGE 1 | FOUNDATION QUALIFICATION

Build the knowledge, judgment and communication skills you will use throughout the Claim My Legacy Academy™.

MODULE 1 | CLAIM MY LEGACY FOUNDATION
Understand the Claim My Legacy story, mission and family-first approach.
GO TO MODULE 1

MODULE 2 | THE CLAIM MY LEGACY FAMILY JOURNEY
Understand how families move from education through ongoing review.
GO TO MODULE 2

MODULE 3 | ESTATE PLANNING FUNDAMENTALS
Learn the core concepts and recognize when to explain and when to refer.
GO TO MODULE 3

MODULE 4 | THE CLAIM MY LEGACY ESTATE PLAN
Understand the complete CML experience and learn to communicate value before price.
GO TO MODULE 4

MODULE 5 | ROLE, ETHICS & PROFESSIONAL BOUNDARIES
Develop the judgment and professional standards expected of a Legacy Specialist.
GO TO MODULE 5

MODULE 6 | FOUNDATION QUALIFICATION ASSESSMENT PREP
Review, practice and prepare to demonstrate Foundation readiness.
GO TO MODULE 6

COMPLETING STAGE 1

Completing the six Foundation modules prepares you for your Foundation Qualification Assessment.

After completing Module 6, review your ACA-101 Legacy Specialist Workbook and meet with your mentor or facilitator for Foundation Qualification.

Once your Foundation Qualification is confirmed, you will be ready to advance to Stage 2.