The financial services industry is experiencing change and evolution. Due to rapid economic growth, customers are looking to professionals who can
provide turnkey services. Instead of focusing on one aspect of a client’s finances, large financial services firms are diversifying their menu
of products. Deregulation has allowed financial services firms to expand their offerings as never before, and these firms have risen to the occasion.
Investment brokers now offer insight on tax and retirement planning. Large mutual fund companies have begun providing financial planning services
directly to consumers.
®
Jonathan Clements of the Wall Street Journal, stated in his May 31, 2006 article, “…Maybe 5% of brokers, financial planners and insurance agents
have bothered to become a Certified Financial Planner™, or CFP®, which has become the basic credential for any
half-decent adviser.” Clements went on to recommend that, “…customers stick with CFP’s®.”
Our online program prepares you for the CFP® Certification Examination1,
which confers the widely respected CFP® certification. In addition, our program allows graduates to be
conferred the prestigious Registered Financial Consultant (RFC) designation in large part due to our comprehensive curriculum and highly credentialed faculty
In addition, our program allows graduates to be conferred the prestigious Registered Financial Consultant (RFC) designation in large part due to our
comprehensive curriculum and highly credentialed faculty.
Click here to learn more about our curriculum and faculty.
Enroll now or call 1-866-458-2007!
SAFEGUARD YOUR FUTURE
The industry’s high growth means that competition is fierce. Banks, brokerages, and mutual fund companies are expanding their financial planning services. In fact, most
major financial institutions are moving towards a service-based model. With all this competition, it is essential that you set yourself apart. And that means gaining a
financial planning education and becoming a CERTIFIED FINANCIAL PLANNER™ professional.2
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