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DOWNLOAD
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COURSE DOWNLOADS
Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.
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MARKETING MATERIAL
4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.
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VIDEO SAMPLES
Percentage of consumers that see an advisor’s certifications as important.
PLEASE CHOOSE FROM THE DOWNLOADS
EDUCATION
DAY 1:
IRMAA Designation training by IRMAA Certified Planner Co-Founder and also National Certified Instructors.
DAY 2:
IRMAA Stress Test Introduction
IRMAA client impact Illustration techniques
ACCOMODATIONS
Before anyone can call themselves a CFP® professional, they must meet rigorous education, examination, experience and ethical requirements (also known as the “Four E’s”).
NETWORKING
CFP Board is committed to upholding and enforcing ethical standards — a critical element of the public’s confidence in CFP® professionals.