Your source for financial education
One school.
An emphasis on financial planning.
The CIS Financial Academy teaches tax preparation, investment management, financial planning, and estate planning — as one integrated system, taught by people who practice it every day.
Hover or tab to the door, then step inside
The curriculum
Four pillars, one integrated plan
Tax Preparation
Learn how your personal and corporate returns actually connect, and where you're currently leaving money on the table.
Investment Management
Understand how a portfolio should be structured around your tax situation — not the other way around.
Financial Planning
Build one integrated master plan instead of a drawer full of disconnected accounts and policies.
Estate Planning
Make sure what you've built reaches the people you've built it for, with as little going to tax as possible.
Why members join
What being part of this group actually gets you
Learn from people who do this for a living
Every course is taught by an active accountant, financial planner, or estate counselor — not a generic curriculum writer.
One integrated plan, not four separate ones
Tax, investments, planning, and estate strategy are taught together, the way they actually interact in real life.
Lifetime access to Financial Vision
Get the same planning software our advisors use, plus the training library that teaches you to run your own numbers in it.
A direct line to a personal CFO
Bring your real decisions — a business sale, a rental purchase, a retirement date — to someone who can actually weigh in.
Fewer expensive mistakes
Members consistently tell us the membership paid for itself the first time it stopped them from making a costly move.
A community that's building alongside you
Private member discussions, live Q&As, and an annual in-person gathering with people who take this as seriously as you do.
Member reviews
What members say after actually using it
Michael R.
Business owner, 6 years a member
“I'd paid for three different financial plans before this one. The Academy is the first time anyone explained why the plan worked, not just what it was.”
Priya K.
Physician, 2 years a member
“The tax preparation module alone paid for my membership in the first year. Everything after that has been pure upside.”
David T.
Retired, 4 years a member
“Our advisor retired and we were on our own for the first time in thirty years. The estate planning course gave us the confidence to keep going ourselves.”
Sarah L.
Corporate executive, 1 year a member
“Financial Vision is the tool I didn't know I was missing. Being able to model a decision before making it has changed how I plan entirely.”
Illustrative member reviews and avatars — replace with verified testimonials and real photos before launch.
Getting in the door
Straightforward pricing, built to be accessible
A full financial plan built from scratch typically runs well over $6,000. Membership makes that same planning ongoing — for less than most people spend on streaming and takeout in a month.
$99/month
No long-term contract — cancel anytime
Includes every course, live sessions, your personal CFO relationship, and full access to Financial Vision for as long as you're a member.
Join for $99/monthReady when you are
Step through the door
Book a short intro call and we'll walk you through the curriculum, the software, and whether membership makes sense for where you are right now.
Request an intro call