Skip to main content

TUTORIAL

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

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.

2 DAYS THAT WILL CHANGE YOUR PRACTICE

See why CFP® certification is recognized as the standard of excellence for the financial planning profession.

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.