Do you want to offer your own CFP training, but you don't know how? Is it a time consuming process to manage the applications, renewals and processing of CFP programs? Let us handle the administrative work while you dedicate your time to building sales and boosting your training.

CFP

Financial Planning

SPONSOR APPROVAL

We can help you become a sponsor with the Certified Financial Planner Board. We handle the administrative work while you dedicate your time to building sales and boosting your training and education. We work with you and the CFP Board to make sure your class is CFP approved. Given the new regulations in 2015, navigating these requirements and delivering compliant training can be a challenge. We will file your class for credit for each annual period and when combined with one of our student packages will provide every qualified student with a certificate of completion.

COURSE APPROVAL

CFP Board’s Continuing Education (CE) requirements are designed to ensure the continued competency of CFP® professionals. In order to meet CFP Board’s CE requirement, CFP®professionals must complete 30 hours of CE every two years, of which two hours must be focused on Ethics CE.

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We work with you and the CFP Board to make sure your class is CFP approved. Given the new regulations in 2015, navigating these requirements and delivering compliant training can be a real headache. We will file your class for credit for each annual period and when combined with one of our student packages will provide every qualified student with a certificate of completion.