Monetary Planning Competency Handbook, 2d Ed.

Monetary Planning Competency Handbook, 2d Ed.

We are passionate about helping men and women obtain their economic targets. Committed to objectivity, Griffon Financial Preparing, Inc. does not obtain commissions or sell products. We perform solely for our clientele, designing custom strategies that address individual needs and concerns. With offices in Bend and Ashland, we serve clients in Oregon and surrounding states.

We spend more for brand names. We pay much more for and are advocated of brands that have emotionally connected with us. The richer the emotional content material of a brand’s mental representation, the far more likely the consumer will be a loyal user. This thinking is just as relevant for economic guidance as it is for toilet tissue and auto tyres. Puppy dogs chasing a roll of toilet paper and the piece of thoughts of safety on a wet road have much less to do with the end item and much more to do with feelings and feelings.

Note: Courses are supplied in cooperation with the Canadian Institute of Economic Arranging (CIFP) and are accredited by the Monetary Planners Requirements Council of Canada. Graduates must also effectively full the 4 (4) hour CIFP preparation exam in order to qualify to write the first CFP exam through the Economic Organizing Standards Council. Students need to register for CSI and CIFP courses at added charges.

Achievement Begins Here: Verified Final results, New Alternatives. Solution and skills training is the foundation for profession-long studying and assists advisors and agents succeed. With the FSCP® program, we are taking our present education curriculum to the next level – supplying fresh content material and the most recent delivery technologies to give financial solutions specialists even higher final results.

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