Skip to main content
search

WEBINAR: 1 HOUR CE - APRIL 11 2024 SPONSORED BY INSURANCESTUDY

Join David Brooks along with our IRMAA Certified Planners in Omaha, NE to gain in depth knowledge of IRMAA. During the course of the 2 days you will walk away as an IRMAACP, IRMAA Certified Planner, along with in depth knowledge of IRMAA Stress test creation and retirement modeling. Day 2 features hands on learning with David Brooks of integrating IRMAA into your practice, sales techniques as well as real world examples.

2 DAYS THAT WILL CHANGE YOUR PRACTICE

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

86%

Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.

81%

4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.

90%

Percentage of consumers that see an advisor’s certifications as important.

VALUED BY FINANCIAL FIRMS & CONSUMERS

Major financial institutions and firms trust CFP® professionals to serve their clients. More than 10,000 firms across the U.S. are employers of CFP® professionals. They know that CFP® certification inspires confidence and satisfaction with consumers. In fact, 84% of consumers who work with a CFP® professional say they are extremely or very satisfied — and 71% are more confident about their finances.

IN PERSON EDUCATION AND CERTIFICATION

In 1995, the National Commission for Certifying Agencies (NCCA) accredited the CFP Board certification program, the first such accreditation for a non-health related certification in the U.S.

CFP Board has earned and maintained NCCA accreditation because we’ve continued to demonstrate that our certification program is grounded in and meets legal testing requirements — as well as generally accepted certification standards.

IRMAA Certified Planner

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.

START YOUR JOURNEY TO CFP® CERTIFICATION

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum
CREAT FREE ACCOUNT
Close Menu