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"I am always looking for a way to learn more about the wealth management field and earn credentials that are recognized by clients and competitors. The AWMA program allowed me to accomplish this at my own pace on evenings and weekends. The College for Financial Planning has a strong reputation in my industry, and I found their materials to be detailed, well-written, and up-to-date. The program seems to anticipate the consultative direction in which my company is evolving."

Dennis Wentraub, CRPC®, AAMS®, AWMASM
                             

"The CRPC program gave me a renewed enthusiasm for my career along with a higher level of confidence in the quality of advice I can offer my clients. My increased confidence will help me compete for new business in an increasingly competitive environment."

Frederick Bothmer, CRPC, CFM
                             - Merrill Lynch

 

 

 

Executive Programs

® Certification Mentor Program
Online live lectures via your computer with recorded classes if you miss one. Sit for the national exam in under one year. Call now to reserve your space. Space is limited!

® Certification Professional Education Programs
Up-to-date and comprehensive—yet understandable—these courses prepare you better than any other program for the CFP® Certification Examination.

® Certification Examination Reviews
Pull the concepts together just before you sit for the exam with intensive classroom, online, or self-study reviews.

 RPSM - Registered Paraplanner
This course is packed with practical knowledge and useful, real-world concepts—perfect for anyone starting out or supporting a financial planning professional.

Continuing Education
Interesting and thought-provoking new concepts and trends are presented in our CE courses to keep you in-the-know.

 

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