
The CMPS Institute offers the CMPS (Certified Mortgage Planning Specialist) training customized for your group or company. This intensive, high level training will cover information from the following areas: Financial Market and Interest Rate Analysis; Cash Flow and Debt Analysis; Real Estate Investment Planning; Mortgage and Real Estate Taxation Concepts and more. This program is approved for continuing education credits for loan originators in certain states, nationally with the CFP Board for CFP practitioners and for CPA continuing education credit (see sidebar for details).
- Live training
- Groups of 10 or more
- Group pricing available
- Training held in the location of your choice
- Schedule training that works with your corporate calendar
- Self Study
- Group pricing available
- Live conference calls to support
- Online video modules or download curriculum to CDs or MP3 for mobile studying option
- Combination Self Study and Live Event
- Groups of 10 or more
- Group pricing available
- Take part of the exam via Self Study and part with a Live Training
- CMPS Training can be integrated into your corporate sales meetings
to email a CMPS Representative or call 888-608-9800 for more information.
This is not a sales conference!
This is a financial training conference and ongoing certification program for those who are serious about taking their income and financial knowledge to the next level.
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
*CFP Board Disclosure Statement:
CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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