Required disclosure
“This is a paid Legacy Path partnership. I earn $5 if you purchase through my link.”
For video, say it or show it clearly in the video and repeat it beside the link. Do not bury it in hashtags.
Legacy Path Partner Program · Certified Training Standards LLC
Turn trusted influence into family impact.
Introduce your audience to plain-language family financial education and earn $5 for each qualified lifetime-access sale credited to your partner link.
$5 per sale25% of the $20 lifetime-access price
One-time priceNo customer subscription to promote
Mission alignedEducation for families at every life stage
How it works
A simple performance partnership
Apply and get approved
Tell us about your platform, audience and content. We are looking for trusted voices whose work fits family education, parenting, community development or financial learning.
Receive your tracking link
Approved partners receive a personal tracked referral link, approved claims and ready-to-use promotional copy.
Earn on completed sales
Earn $5 for each eligible $20 lifetime-access purchase attributed to you. Payments are issued monthly after the 30-day refund window.
Creator toolkit
Copy you can use immediately
Personalize the message in your own voice, keep the meaning accurate, and place the paid-partnership disclosure where people can see or hear it.
Short social post
“What will your family inherit: a plan or unanswered questions? Legacy Path explains saving, credit, retirement, protection, wills and trusts in plain language. Take the free family screener through my partner link.”
Story or Reel opener
“We talk about generational wealth, but where does a family actually begin? I found a $20 lifetime learning resource that helps families identify what to learn first.”
Bio-link description
“Legacy Path: a free family screener plus lifetime access to plain-language financial education for $20.”
Message standards
Protect your credibility and the families you serve
Approved language
Legacy Path helps families learn about financial topics, prepare better questions and make more informed decisions. It provides education across eight life stages.
Avoid outcome promises
Do not promise wealth, guaranteed savings, investment returns, improved credit, avoided probate or any specific financial result.
Education only
Legacy Path is not investment, insurance, tax or legal advice. Certified Training Standards LLC is not a registered investment adviser, broker-dealer or licensed insurance producer.
Program terms
The essentials before you apply
- Qualified saleA completed Legacy Path lifetime-access purchase attributed to your assigned tracked link that is not refunded, disputed, charged back, fraudulent or a self-referral.
- Commission and paymentThe standard commission is $5 per qualified sale. Approved commissions are calculated after the 30-day refund period and paid monthly using the payment method CTS makes available to the partner.
- AttributionCTS records referral information through assigned tracked links. The CTS transaction record controls commission eligibility when more than one source claims a sale.
- DisclosurePartners must clearly disclose the paid relationship in every promotional post or video and comply with each platform's branded-content rules.
- Truthful promotionPartners may share honest opinions and approved product facts. False claims, invented testimonials, spam, misleading financial promises and impersonation are prohibited.
- Brand useLegacy Path and CTS names, marks and supplied materials may be used only to promote the program during an active partnership. Materials may not be altered in a way that changes their meaning.
- Independent relationshipPartners are independent contractors responsible for their own taxes, records and legal obligations. Participation does not create employment, agency, franchise or investment-adviser status.
- Program changesCTS may review traffic quality, withhold ineligible commissions, end a partnership or update program terms. Material changes apply prospectively after notice to active partners.
The full written partner agreement provided at approval controls participation. Applying does not guarantee acceptance.
Apply to the program
Tell us why your audience is a fit.
Include your name, creator or organization name, primary platform, profile link, approximate audience size, content topics and why Legacy Path fits your community.