The Masten Solutions Trusted Advisory Training Programs offer a tiered approach to enhance advisory skills, suitable for both novices and seasoned professionals.

It combines basic principles with advanced techniques, emphasizing practical tools, mindset shifts, and continuous learning through quarterly updates.

With structured courses at various price points, including discounts for further progression, the program aims to equip participants with the knowledge to elevate their business and client services.

Future plans include accredited options and additional learning resources to support ongoing professional development.

Trusted Advisor Training Programs

Pick the perfect plan that fits your exact needs.

Basic Plan


Exactly what you need to become a trusted advisor, no frills no fluff.

Advanced Plan

Additional Bonus: Digital Marketing Course

Get everything in the basic plan with some extra cushion.

Deep Dive


The most intensive plan, that will soon be accredited for CEU’s