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| Financial Planning Process™ course Modular Schedule |
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The Financial Planning Process™ course features tools and training that
enable you to: Beat Your Competition, Increase Referrals, Enhance Your Client Base, Improve Brand Recognition
FPP-101 Client Acquisition Obtaining More Clients for Personal Financial Services
FPP-102 Marketing Plan Development Achieving Professional Success Through A Coordinated Marketing Effort
FPP-103 The Client Engagement Beginning the New Relationship in the Most Professional Manner
FPP-201 Information Gathering Establishing a Solid Foundation for Building Long-Term Security
FPP-202 Plan Development The Use of Advanced Software to Create Client Friendly Comprehensive and Modular Plans (optional software available at special student pricing)
FPP-203 Problem Identification and Development of
Recommendations Analyzing Obstacles and Creating Solutions for Your Client
When a student has successfully completed all 100 level courses and passed the matching exams, they will receive the RFA® designation. Upon completion of all 200 level courses and exams, they will be eligible for the RFC® designation.
Students may take the courses in any order or combination. However, designations will only be conferred upon completion of all required tests (100 series for RFA®, Both 100 and 200 series for the RFC®).
Each course is a two-day event that will include outside work assignments. Pre and post classroom work will be provided to the students.
Course Dates (Friday & Saturday) Dates (Wednesday & Thursday)
Visit the Calendar of Events http://www.iarfc.org/calendar.asp |
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