Certified Financial Planner - CFP

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 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.