Your friend wants to introduce you to Currence!
Grow your practice as a Currence Strategist through the Certified Income Advisor (CIA) program. Access experts, get segment-specific training, enhance your brand, and earn passive income.
Differentiate Yourself as an Advisor
As a CIA, you will be empowered to support your clients toward their utmost wealth potential. This exclusive program will differentiate you from other advisors, making you an expert in managing income and cash flow. It’s a win-win for both you and your clients!
CIA Trainings
Learn from Experts
CIAs increase their clients’ savings while also increasing their own productivity. Join experts like our founders, Dave Mozeika and Vince D’Addona, and more to learn how – straight from the source!
- Specialized trainings by segment (e.g. business owners, retirees, etc.)
- Live 1:1 coaching
- Industry-led guest training
CIA Trainings
Generate Passive Income
Become a Currence affiliate as a CIA and generate ongoing passive income from every referral you send. These earnings will be for direct referrals, streamlining a healthy amount of additional income.
Get a personalized code to share your discount with your network. Earn a 10% commission on monthly referrals’ subscriptions.
CIA Branding & Community
Enhance Your Brand
CIAs can access a brand kit, tailored to your needs. You’ll also have access to a community of CIAs and coaching tools to support other financial advisors and Currence Strategists.
- CIA-only communities with special insights
- Brand kit with images, social media, and email copy support
- Discounts and tools for advisory coaching
Why CIA?
A VIP Group of Elite Currence Strategists
If you’ve been looking for a way to up your financial advisory game, this is the way! Be a part of the future of financial advising while still improving your practice in the short-term. Strategists like you get these benefits as a CIA:
Up to 2X income in your first 12 months
Move upmarket to higher net worth individuals
Get effortless referrals
Get time back by cutting down client meetings by 75%
B+C clients ‘magically’ convert themselves in to A clients
Applying to be a CIA is simple.
- Completed Currence enrollment training
- Completed Currence calibration training
- Currence CIA Certification Exam – passing grade
- At least one professional financial license (Series 6, 63, 7, etc…)
- Currence subscription In good financial standing
Q&A
Frequently Asked Questions
Who can join the CIA program?
If you’re already a Currence Strategist, then you’re halfway there, it’s a simple upgrade through your Strategist Portal!
What does the CIA program cost?
We’re running a promotion for Charter CIAs from now until December 2024. The program costs $298/mo. After that, new CIAs will pay $397/mo.
Do I have to be a CIA in order to use Currence?
You do not. However, becoming a CIA is an additional program to enhance your existing use of Currence, as well as your work as a financial advisor.
How do I join the CIA affiliate program?
Once you join the CIA program, you will be able to become a CIA affiliate as well. You will receive notification of additional terms, upon acceptance you will receive your offer link that you can share with your advisor community. Soon you will be, offsetting your cost for the program. This means the program could potentially pay for itself in just a few months!
Where can I get more information?
For more information submit an inquiry here.
*CIA-Chartered Plan Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 09/30/2024 -12/31/2024 23:59:59 EST and is limited to those who (i) sign up for a new account on Currence; (ii) are existing LIMITED or PREMIUM subscribers of Currence, and (iii) do not have a paused, locked, or closed account. Promotion expires 12/31/2024 23:59:59 EST. Currence, Inc. reserves the right to modify or cancel the offer at any time. Individuals are limited to use of one subscription per account. Only applicable to qualified Currence members or prospective members. See Currence’s full Terms of Service here.
Program is void where prohibited or if accounts or transactions are fraudulent, abusive, not completed through legitimate channels, in violation of these terms, or irregular in any way.
