Welcome to the Financial Planning Institute®
We are dedicated to the Continuing Education for those who want to expand and update their knowledge of the financial
planning process in both traditional classroom and online formats. CFP® professionals must complete 30 hours of Continuing
Education approved by the CFP Board during a 2-year reporting period. Of those 30 hours it is mandatory that 2 hours are Ethics.
Upon successful completion, we will submit all Continuing Education hours directly to the CFP Board. Log on now to review your
account with CFP Board.
We offer a variety of Continuing Education courses, including a CFP Board approved Ethics course and a Keeping Current
Manual to help you stay abreast on a number of changes, to begin to fulfill your CE obligations. All materials for our Online
Continuing Education courses are provided online to view or print at your convenience.
We also offer Traditional Continuing Education training classes for FPA Chapter meetings and a variety of exceptional financial companies.
The Institute will enable you to upgrade or acquire new financial planning skills. These skills will allow you to diversify your practice
and may insulate you from a one-dimensional practice.
NEW: Introducing The PLAN (Planning Legally Ahead Now)
Act now to reduce income taxes
Take action now reduce income taxes with my computer program and individualized financial advice. I can help you.
View the details of my state of the art program that combines today technology with my over 40 years of financial experience and expertise.
- Excess Tax Calculated
- Insurance Recommendations
- Investment Recommendations
- Employee Recommendations
- Owner Recommendations
- Individualized Analysis
- Ideal For Incomes of: $400 - $800k