The American Institute of CPAs (AICPA) offers a comprehensive Personal Financial Planning Certificate Program designed to equip CPA financial professionals with the knowledge and skills needed to excel in the…
Now, more than ever, the public is in need of solid personal financial planning, wisdom, and advice. Are you, and your practice, equipped to take on this challenge? Susan and…
In order to meet the ever-changing needs of your clients, reimagine your role as their trusted adviser by providing them a set of new services that are not only engaging…
Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for an unbundled virtual family office. Discover the vast planning opportunities,…
If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find…
This is our premier course: live on-line training with Tom and Susan Tillery on how to build and implement a fee-for-service integrated personal financial planning model without asset management or…