Through September 30, enjoy 30% off all 21/64 tools with code 2164SUMMER30.
21/64 Certified Advisors: You can combine this offer with your Certified Advisor discount for nearly 50% off your tools!
Pre-requisite: The 21/64 Approach
While 21/64’s Advanced Trainings, Managing Family Dynamics and Talking About Money, are also offered as separate virtual sessions, registering through this page will enroll you in both trainings for the full experience.
IIf you prefer to register for only one training, you may do so here: Managing Family Dynamics and here: Talking About Money.
Each training is designed to stand on its own, but together they provide a deeper, more integrated learning experience.
September 28 & 29, 2026: Managing Family Dynamics
Navigating complex family dynamics, legacy planning, and philanthropic conversations can be challenging, especially when emotions are involved. These trainings equip advisors and facilitators to make invisible system dynamics visible.
Learn a family systems approach to better understand client relationships, uncover hidden dynamics, and facilitate more effective conversations and decision-making. You’ll explore these concepts through both personal reflection and practical tools.
October 8 & 9, 2026: Talking About Money
Build confidence in discussing money, wealth, and legacy with clients. Explore how your own money story shapes your approach and practice tools to support meaningful conversations—including those involving the next generation.
Throughout this training, small group work provides space to apply concepts and address real-world challenges.
21/64 offers Continuing Education (CE) credit for this training, when taken together.
If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after you register.
Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here.
Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.
Managing Family Dynamics Training
Talking About Money Training
*We will hold Office Hours + Community Connection for 30 minutes after Day 1 of both sessions.
You will receive pre-training details both electronically and in hard copy. Agenda, bios, pre-reading, a technical guide for joining virtually, and additional logistics will be shared via email. The hard copy tools you’ll use during the training will be sent to the shipping address you provide at registration. We will share some independent work, readings, and videos to prepare for the training. Light work will be assigned between sessions. Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.
Training is discounted if you register for both the Managing Family Dynamics Training and Talking About Money Training.
Talking About Money and Managing Family Dynamics Training Fee:
Individual Training Fee:
Due to increased shipping time, international registration closes 3 calendar weeks prior to the training date. Domestic registration closes 10 calendar days prior to the training date. We can sometimes accept last minute registrations domestically, however there is a $250 upcharge. If registration windows have passed and you would like to inquire about space, please email us at [email protected]. Space is limited and training is filled on a first-come-first-serve basis.
We understand life happens. If you cancel more than 60 days prior to training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training. If you have already received your materials in the mail prior to cancellation, 21/64 will deduct $250 from your refund.
All training sessions are live learning and are not available as recorded sessions for make-ups. In addition to the live facilitation in the main room there is small group work in breakout sessions that cannot be recorded. Please plan on attending all sessions for the full duration. If you miss a session, we’ll work with you to join one of our quarterly make-up classes so that you can complete your certification.
Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!
Price range: $1,800.00 through $2,800.00
| Select Registration Option: | Non-Profit Professional & Independent Practitioner Domestic (U.S. only), For-Profit Professional Domestic (U.S. only), Non-Profit Professional & Independent Practitioner International, For-Profit Professional International |
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