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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.

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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.