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HOME ABOUT CMPS GOVERNANCE EDUCATION RESOURCES MEMBER REGISTRATION
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CMPS Certification Training
  Live Training
  Self Study
  Member Benefits
CMC Certification Training
Corporate Training
Continuing Education
Content Providers
CMPS Webinars
  July 15th, 2010
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CMPS Advanced Training Client LifeCycle Live! is approved for *continuing education in these states:
  • FL - 10 hours
  • IL - 6 hours

*Disclaimer: The accredited CE hours granted by the various governing bodies from the list of States shown does not in any way constitute an endorsement by the States of the views & opinions by CMPS Institute, its instructors or authors. Nor does the list of States shown promote or recommend CMPS CE courses solely over another CE provider course. In order for you to receive CE credit from one of the above listed states, the CMPS Institute must be an approved CE provider with that state at the time you take the CMPS course.

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  • Intensive, high-level live training in the areas of:
    • The Market's Story
    • The Client's Story
    • College Funding Strategies & Case Studies
    • Retirement Planning Strategies & Case Studies
    • Elder Care / Reverse Mortgage Analysis & Case Studies
    • Marriage & Divorce Financial Analysis & Case Studies
  • Test-as-you-go format that allows you to complete the exam in stages after each training session
  • Case Studies
  • Interactive Question & Answer sessions
  • This program is approved for Continuing Education Credits for loan originators in certain states* and nationally with the CFP® Board for CFP® practitioners**
  • Includes Self Study

In addition to the tremendous level of knowledge and confidence you will gain by becoming certified, your CMPS membership includes the benefits found here.

Client Life Cycle Chart

  


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