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• • There is Still Time to Avoid an Additional Class

    If you or anyone in your office is thinking about obtaining the CFP® Certification, the time to start is before December 31, 2011. If you wait until January 1, 2012, you will be required to take an additional new class called the Financial Planning Development Course. >>

  • The Role of the Sales Professional

    Okay, this is a rah rah, motivational piece, so just settle down and enjoy it. The premise is simple: The sales professional makes the difference when it comes to both making the sale and maximizing the sale. >>

  • Be A Thriver, Not Just A Survivor

    It’s tough to be in insurance and financial planning these days. As the Great Recession continues to stumble along, many people have pulled what’s left of their assets out of the markets. You can’t really blame them. >>

• • FINRA Revisions

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  • CFP® Certification Revisions

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  • CFP® Certification Revisions

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