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HOME ABOUT CMPS GOVERNANCE EDUCATION RESOURCES MEMBER REGISTRATION
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CMPS Certification Training
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  • Online Video Modules
  • 20 hours of intensive, high-level 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
  • Case Studies
  • Workbook available for you to print for note-taking
  • Test-as-you-go format; identical to CMPS Live! - Take the exam in stages once you complete each module.
    • You may take the exam up to three times
    • If you fail the third time, you must:
      • Wait 30 days before retaking
      • Pay $59 for each retake

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

Bonus Session Resources:

LaVaughn Henry, Director of U.S. Economic Analysis, PMI Group
Session Title: The Current Status and Outlook for the U.S. Economy, Housing and Mortgage Markets

Robin Crow, Leadership Expert
Session Title: Rock Solid Leadership

Minoti Rajput, Certified Financial Planner
Session Title: Working with Families with Special Needs

Drew Mendoza, Managing Partner of the Family Business Consulting Group
Session Title: Working with Business Owners

  

Bonus Speakers:

Robin Crow

Robin Crow is a speaker, author, entrepreneur and one of the most innovative guitarists in the world. With over 2,000 presentations to his name, his expertise on leadership and customer service comes from 30 hard-won years in the trenches as an entrepreneur. For the past 13 of those years, he has led his company, Dark Horse Recording, a four studio complex he built from the ground up, to set the gold standard for customer service and excellence in the recording industry and is home to Faith Hill, Neil Diamond and Jewel to name a few. Robin's books include Jump And The Net Will Appear, The Power Of An Idea and his latest Rock Solid Leadership.

In this presentation you'll learn:

  • The ten tenets of effective leadership
  • Three ways to dramatically increase your productivity
  • How to more effectively put decisions into action
  • Why pressure can become your biggest ally
  • How to effectively delegate and use your time more efficiently

In one hour Robin Crow will show you how to lead with enthusiasm, passion, and purpose. And you'll enjoy every minute of it!

website: www.robincrow.com

Dr. LaVaughn M. Henry

Dr. LaVaughn M. Henry is the Director of U.S. Economic Analysis for the PMI Group. Dr. Henry is responsible for developing PMI's economic, housing and mortgage market forecasts. He is an accomplished public speaker and regularly presents to various industry, government and other professional organizations. He co-authors the company's premier economic publications: The Economic and Real Estate Trends Report and The Housing & Mortgage Market Review. He has led in the development of the company's next generation of econometric models that forecast the likelihood of home price declines, the quarterly forecast of home price appreciation in each of the nation's 381 MSAs, and various other predictive tools used in the forecasting and assessment of the housing and mortgage markets. Dr. Henry received both his Doctorate and Masters degrees from Harvard University in the field of Economics, specializing in the areas of Finance and Industrial Organization.

Bonus Sesion Title: The Status and Outlook for the U.S. Economy, Housing and Mortgage Markets

Description: Presentation will provide an overview of current and prospective national and local house price appreciation trends, effects of the credit crisis on the mortgage market and the outlook for growth in the general economy over the next two years. Dr. Henry will also provide handouts of his presentation along with current copies of The Economic and Real Estate Trends Report and The Housing & Mortgage Market Review.

Manoti Rajput — Certified Financial Planner

Bonus Sesion Title: Working with Families with Special Needs

For more information on Minoti Rajput visit: Secure Planning Strategies

Drew Mendoza — Family Business Consultant

Bonus Sesion Title: Working with Business Owners

For more information on Drew Mendoza visit: The Family Business Consulting Group, Inc


  

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