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 Tom Tillery are once again offering their premier course entitled Building a Fee-for-Service Personal Financial Practice this December.
The focus of this course is on how to create and implement a fee-for-service, integrated personal financial planning practice without asset management or product sales. In today’s environment, it also is one of our most sought-after live-on-line training courses. Those who attend will learn how to develop a proven action plan developed over a span of 15 years, as well as written best practices for the firm’s operating procedures. Once this course is over, you will have an optional opportunity for personal coaching and mentoring.
The deadline for registration, which provides 24 hours of CPE, is November 25th and is available only to CPA/PFS credential holders and PFS candidates. Here’s the link to the details for this course and also the information you need to sign up! Building a Fee-for-Service Personal Financial Practice