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Opening discount through November 1, 2026.
PWM Pathway

Referral Program

Have a friend who also wants to get into private wealth management? Or students a year or two behind you who are reaching out to you for recruiting advice?

Earn a cash reward for every person you refer who enrolls. The higher the tier, the bigger the reward. And it works both ways: the friend you refer gets that same amount off their own enrollment.

  • $50

    Self-Paced

    $50 off for them, too

  • $75

    Flagship

    $75 off for them, too

  • $100

    The Full-Access Cohort

    $100 off for them, too

It works both ways: your reward is also the discount they receive. Refer someone into Flagship and you each get $75: a $75 Venmo/Zelle reward for you, $75 off for them.

Rewards paid byVenmoZelle

Instructions

  1. Fill out the form below.

  2. Have your friend enroll, or apply for the Full-Access Cohort.

  3. We confirm once they’re enrolled.

  4. We Venmo or Zelle your reward!

We’ll use your friend’s details only to send that one introduction and to credit your reward if they enroll. They won’t be added to marketing unless they opt in themselves. See our Privacy Policy.