CFP® Professional-Led Courses
With a CFP® professional, you're getting top-tier financial guidance from a professional held to the highest standards of the industry.
Expert Instruction
Our CFP® certified instructors, each with over 10 years of experience, address your employees' financial concerns through a diverse range of topics across nine broad subject areas. They are skilled in translating complex financial concepts into practical, actionable insights, making learning both engaging and effective.
With a wealth of industry experience, our instructors bring real-world expertise to every session. They focus on providing relevant knowledge that employees can immediately apply to their personal and professional lives.
Our instructors' dynamic teaching methods ensure that even the most intricate financial topics are made accessible, keeping participants actively involved and motivated.
Tailored Workshops
Our courses, free of hidden agendas and sales pitches, can be customized to specific employee groups, including women, members of the LGBTQ+ community, and employees from various racial backgrounds. This ensures that each workshop addresses the unique needs and concerns of different groups within your organization.
We conduct thorough needs assessments to tailor our workshops, ensuring that the content is directly relevant to your employees' specific financial situations and goals.
Customization extends to the delivery format as well, with options for onsite or webcast courses to best fit your team's preferences and availability.
Interactive Learning
Participants benefit from an engaging learning community where they share and create their financial wellness plans, whether in onsite classes or through interactive webcast courses. This approach fosters a collaborative environment where learning is enhanced through peer interaction and real-time feedback.
Onsite classes promote a hands-on learning experience, allowing participants to engage in discussions and exercises that reinforce the material.
Webcast courses offer the flexibility of remote participation while maintaining interactivity through live Q&A sessions and group discussions, ensuring that all participants have their questions answered and concerns addressed.
Your Monthly Roadmap for Year-Round Success
Enhance your team's financial wellness with our expertly curated Financial Knowledge Planner. Leveraging over 35 years of experience, this invaluable resource offers a month-by-month guide to financial education that resonates with employees and delivers real results.
Enter your name and email address below to download our free monthly planner.
