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DOWNLOAD
COURSE DOWNLOADS
Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.
MARKETING MATERIAL
4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.
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.