🌸 MAY ONLY: $100 Off Foundations Course — Use Coupon Code MAY100 at Checkout!

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Foundations

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$297 $197 $297

1-Month Access Pass +tax (CAD)

$100 OFF with code: MAY100
  • 2 Hour Pre-recorded Video Course
  • 6 Core Chapters & Workbooks
  • 42 Short, Actionable Lessons
  • Learn at Your Own Pace

Best for advisors who want to start using video in their practice, or improve on their existing video strategy.

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BEST VALUE
Foundations Plus

Personalized guidance

$997

2-Month Access Pass +tax (CAD)

  • Everything in Foundations, PLUS:
  • 1:1 Strategy Call with Instructor
  • Video Equipment Consultation
  • Professional Content Review & Feedback
  • Extended Access Period

Perfect for advisors who want the course content plus personalized feedback and strategy guidance.

Get Started + 30-day satisfaction guarantee
By Application Only
Intensive

Level up at lightning speed

$3,997

12-Week Program +tax (CAD)

  • Everything in Foundations Plus, PLUS:
  • Weekly 1:1 Coaching Calls
  • Customized Strategy Development
  • Hands-on Implementation Support
  • Priority email support

Best for advisors who are ready to dive in with live coaching and hands-on support to fast-track results.

Apply Today Limited spots available

Meet Your Instructors

Preet Banerjee

Preet Banerjee

Co-Creator & Instructor

Respected personal finance content creator and consultant to the financial services industry. Preet brings years of experience in creating engaging financial content that resonates with audiences.

Mike Schwartze

Mike Schwartze

Co-Creator & Instructor

A multi-disciplinary professional with experience in finance, analytics, video production & strategy. Mike helps advisors translate technical knowledge into compelling video content.

"Meet us in the Bootcamp — we'll help you get your first (or best) video out the door."
Apply Now

What Bootcamp Students are saying:

"Mike and Preet are masters of the craft. They helped me refine my skills and explore new tools. Highly recommended."

Darren Coleman, CFP, FCSI
Darren Coleman, CFP, FCSI
Senior Advisor & Portfolio Manager
Raymond James Ltd.

"This course taught me how to compose professional-looking videos and, more importantly, how to think about my content to make it more impactful."

Jason Pereira, MBA, CFA, CFP
Jason Pereira, MBA, CFA, CFP
Senior Partner
Woodgate Financial

"Mike and Preet have tons of knowledge and experience to share. I'd recommend it to anyone who wants to seriously show up on video!"

Vikas Tiwari, CFP, CIM
Vikas Tiwari, CFP, CIM
Financial Planner
Keybase Financial Group

"This course helped me skip the trial and error. Now I'm making great videos and enjoying the process."

Matt Poyner, MD, CFP
Matt Poyner, MD, CFP
Flat-fee Financial Planner
Poyner Financial

"Mike and Preet are incredibly knowledgeable and approachable, I'd highly recommend this to any modern advisor."

Brandon Chapman
Brandon Chapman
Principal
SaaS Wealth Insurance

"The Advisor Video Bootcamp is a must for the next-generation financial advisor."

Shawn Todd, CFP
Shawn Todd, CFP
CEO
ECIVDA Financial Planning

"The program is fantastic. I had no idea where to start with Video. Mike and Preet cut the learning curve with tips I wouldn't have found on my own."

Cameron Smith, CIM
Cameron Smith, CIM
Wealth Advisor
Clarify Wealth

"Mike and Preet made video fun and easy—removing the hardest part of getting started."

Nik Zabaljac, CIM, CFP
Nik Zabaljac, CIM, CFP
Associate Portfolio Manager
Raymond James Ltd.

"Mike and Preet are the real deal. Thanks to them, I finally feel like this is doable."

Paul Bethel, CFP, CLU, CIM
Paul Bethel, CFP, CLU, CIM
Financial Planning Consultant
Paul Bethel Financial Planning

"Preet and Mike are wonderful coaches. I was eager to use video, but I didn't know what I didn't know. They helped me get up to speed quickly and confidently."

John De Goey
John De Goey
Portfolio Manager & Author
Designed Wealth Management

"Preet and Mike helped me get comfortable, get confident, and just go for it. That first video turned out way better than I expected—and it's just the beginning."

Alaeddine Jabri, CFP, CLU
Alaeddine Jabri, CFP, CLU
Managing Partner
Longevity Achieved

"The program was terrific, Preet and Mike have condensed years of experience into clear and actionable steps, accelerating the learning curve."

Sean Wilson, CPF, CIM
Sean Wilson, CPF, CIM
Founder
Moraine Wealth Advisory

"Mike and Preet, with their wealth of experience, are exceptional coaches who will inspire and motivate you."

Roger Massicotte
Roger Massicotte
Planificateur financier
Ma Vie - Mes Finances

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