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Financial Planning Process™ Course
Financial Planning Process™ Course
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Take the Next Step!
Acquire the skills and tools for a more profitable financial planning practice - developed by veteran financial planners, business consultants and practice management experts. |
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You may know “about” financial subjects and how they are applicable to guiding the client. The Financial Planning Process™ course explore how to build plans and has the tools to do it! Even if you are an experienced advisor and have completed traditional planning courses aligned on the basis of academic subject titles, you may have never produced a plan! With the RFC course you get technical knowledge, practical skills and proper tools and technology.
Producing a plan is like building a fine watch. It is good to know about gears, springs, ratchets and jeweled bearings, but actually building a watch, on a cost-effective basis, is a different matter. The consumer wants a timepiece, not someone who just knows about gears.
The Financial Planning Process™ is a unique course. Even experienced financial advisors find that it equips them to excel immediately. You gain the skill and tools to acquire and serve clients successfully. The Financial Planning Process™ course is a process-driven program that will immediately impact your bottom line: |
Proven practice tools
Ready to use letters, agendas, and checklists
Agreements, certificates, and forms
Procedures and processes
View Brochure
Easy Registration
On-Demand Advantage
Register One Time for ALL Course Components No need to register for each course
Designed for the Way Advisors Learn
No time consuming travel and class room attendance here. You will complete activities designed to let you practice key concepts, and experience the opportunity to build plans and have them tested. |
 Designation Award
Complete 101, 102 & 103; earn the RFA - Registered Financial Associate. Complete all 6 courses (plus submission of a written plan) earn the RFC - Registered Financial Consultant |
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