Planning Matters Inc. provides interactive multimedia training courses to financial advisors entirely through the Web. Our Planning Matters® course helps prepare you to provide fee-based financial planning services and oversee the implementation of strategies outside your area of expertise. The overall focus is on the "art" of delivering planning services instead of the nuts and bolts of creating financial plans. Here, you will gain the skills, knowledge and confidence to oversee the entire financial planning process for your clients.
View an online demonstration of each module at:
http://www.planning-matters.com/Sessions.html
Best of all, Planning Matters® has been accepted for a total of 33 CFP® continuing education credits. You can purchase individual modules based on your area of interest or the entire Planning Matters® series at a 20% discount. Click the Bundled Series or Individual Session links on your left for more details. When purchasing the entire series, you must complete the modules in order from 1 to 11.
Whether at the office, at home or on the road, 24 hours a day, seven days a week, you can enjoy the freedom of learning on demand. All you need are a few minimum system requirements:
* Internet connection (broadband recommended)
* Internet Explorer 5.5+, Firefox, or Safari browser
* Adobe Flash Player 6.0+
* Audio speakers
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