CFP Online Course with Weekly Video Podcast for CFP® Professionals to Share Your Expericene And Expertise. Every Episode features a Case Study.
Every Episode features a Case Study.
CFP Online Course includes a weekly video podcast that features financial planning case studies designed to gijve CFP® Professional the opportunity to share their experience and expertise. Sign Up and Enroll today, send us an email to let us know which Case Study you want to discuss and Book Your Interview Here – Click HERE Anytime.
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CFP Online Course includes Case Studies based on real-life stories from clients.
Each Case Study includes a Gap Analysis which is focuses on the 7 Essential Elements of Personal Financial Planning:
As a CFP® Professional, we want to share your input for each of our Case Studies on our weekly video podcast at MissionalMoney.com
As we develop a Gap Analysis for each case study, Certified Financial Planner™ professionals are invited to offer their expert advice (for educational purposes).
In plain English, we’ll explain exactly what investors can do to improve their retirement plan using our case study to provide context.
CFP® Professionals are encouraged to post answers to any questions investors have related to any of the items we identified as Gaps in each case study.
Like any doctor, it’s important to diagnose before creating a treatment plan or writing a prescription. As we unpack each Case Study, CFP® Professionals are encouraged to help investors coordinate with their Advisory Team to put into action the strategies and solutions identified in each case study as appropriate:
Investors often need to evaluate more than one possible course of action, taking into consideration thier life situation, personal values, and current economic conditions. Evaluation is an important part of any successful plan.
Plan evaluation includes all of the major strategies that have been put in place for the purpose of achieving each investor’s goals.
CFP® Professionals are encouraged to Review, Reevaluate, and Revise their client’s Financial Plan as needed.
Financial planning is a dynamic process and that doesn’t end after each step.
We’re looking for CFP® Professionals to share their experience and expertise on the case studies we post in our Online Financial Planning Course.
CFP Online Course gives CFP® Professionals the opportunity to showcase your skills as we unpack real-life case studies in our Online Financial Planning Course.
CFP Online Course is focused on helping investors [typically over age 50] who have accumulated investment & retirement assets of $500,000 or more. (Not including real estate.)
CFP Online Course teaches CFP® Professionals how to identify gaps and opportunities as part of the financial planning process. Help your clients evaluate the value of your services and make an informed decision about hiring you as their CFP® Professional.
CFP Online Course is being offered now becuase there’s never been a better time to help your clients gain the clarity, confidence, and contentment that comes from having a Smarter Financial Plan.
CFP Online Course for CFP® Professionals, their clients, and anyone who wants more clarity, confidence, and contentment in their financial life.
We can help you create a plan that connects your client’s money with their purpose.
CFP Online Course are designed to help you answer your clients 3 Big Questions:
CFP Online Course can start with a 15-minute consultation call with a Certified Financial Planner™ at BayRock.
Sign Up today and book a call anytime. When you’re ready to share your experience and expertise, we’re ready to help.
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CFP Online Course includes a weekly video podcast that features financial planning case studies designed to gijve CFP® Professional the opportunity to share their experience and expertise. Sign Up and Enroll today, send us an email to let us know which Case Study you want to discuss and Book Your Interview Here – Click HERE Anytime.