|
|
 |
CMPS® Certification Training — Top 5 Strategies to Grow Your Business Now!
CMPS® Certification equips you with 5 key strategies and skills to set you apart from the competition and grow your business immediatly:
|
|
|
|
- Financial Market & Interest Rate Analysis: Mortgage and real estate market economics/overview/forecast, role of the Federal Reserve, LIBOR, inflation, deflation, interest rates, role of mortgage-backed securities and derivatives; use these dynamic scripts, PowerPoints, charts and graphs to close more business, conquer clients' fears and demonstrate your value to referral partners
- Cash Flow & Debt Analysis: The mortgage planning process, identifying opportunities, retirement planning, college funding, suitability in mortgage recommendations, understanding various financial planning concepts and products, teamwork with financial planners, credit scoring
- Real Estate Investment Planning: Seven keys of profitable real estate investment, calculating investment rates of return, strategies that work in any market, pitfalls to avoid, working with investors
- Mortgage & Real Estate Taxation: Mortgage interest deductibility rules, acquisition and home equity indebtedness, points and closing costs, taxation of second homes and investment properties, calculating basis, capital gains taxes, gift taxes, estate planning, home buyer tax credits; use this knowledge to increase confidence and build deeper referral relationships with financial advisors, CPAs and attorneys
- Ethics & Compliance: RESPA, the Fed's new mortgage regulations, ethics, the mortgage planning process, operational systems for your mortgage planning practice
|
|
|
|
|
After graduating from CMPS®, you will be qualified and equipped to:
- FIND the right clients
- MARKET without getting lost in all the noise
- MOTIVATE people to do business
- SELL more effectively
- TRANSFORM clients into your sales force
Also includes over $1,700 of implementation tools and bonus materials!
One Year Access to members-only CMPS Exchange web portal with message boards, local chapter program, conference calls and continuing education modules.
—$299 value
Media kit — Template press release and step-by-step on how to gain recognition in your local marketplace.
—$199 value
CMPS Certificate and Marketing Materials — CMPS Certificate and Marketing Materials – Use the CMPS and Certified Mortgage Planning SpecialistTM marks, logos, banner ads and email signature on your web site, stationery and business cards.
—$199 value.
CMPS Marketing Kit — Over 30 fliers, brochures and articles that you can download complete with your name, photo, logo, and contact information.
—$299 value
PowerPoint presentations for use with clients, investors, Realtors®, builders, financial planners, CPAs, attorneys, and other referral partners.
—$299 value
Excel Spreadsheets, Client Consultation Scripts, and Templates.
—$199 value
Ability to teach continuing education courses to Certified Financial Planners using 3 two hour templates that have been accepted by the national CFP Board of Standards... a powerful way to gain new referral partners!
—$299 value
|
|
|
|
