CMPS professionals are trained to conduct seminars that benefit financial advisors, real estate professionals and the general public

• Financial Advisors
  • CMPS Professionals are qualified to provide continuing education content to CFP® practitioners. The CMPS certification course itself is accepted by the CFP Board of standards for 13-20 hours of CE credit for CFP® practitioners. Additionally, many CMPS professionals are qualified to provide continuing education content to CPAs, insurance professionals and other financial advisors. Seminars can be conducted for individuals, companies and associations. Topics can include:
    • Advanced Mortgage Planning for High Net Worth Clients
    • Helping Clients Generate Tax Free Income During Retirement
    • Interest Rate Economics and the Mortgage Planning Relationship
    • Mortgage Planning Case Studies
  • CMPS Professionals are also able to help financial advisors conduct client appreciation meetings and other seminars geared toward mutual and prospective clients. CMPS professionals can help you add value to your own client database while building new relationships with prospective clients. Topics can include:
    • "Housing Bubble" Protection Strategies
    • Real Estate Investment Strategies
    • Mortgage Planning to Build Wealth
    • Credit Scoring
    • Cash Flow Management
    • Debt Management
  • To find a CMPS professional who is part of the CMPS Speaker's Bureau, Look for "SB" next to the member name when you Search for a CMPS near you

• Realtors, Builders and Real Estate Professionals
  • CMPS Professionals are able to provide valuable educational content for your sales meetings, association meetings and other conferences. Topics can include:
    • "Housing Bubble-Proof" Your Home Selling Strategies
    • Financing Strategies to Sell Higher End Homes
    • How to Sell Homes in a Transitioning Market
    • Credit Scoring Strategies that Sell More Homes
    • Real Estate Investment Strategies to Build Wealth
  • CMPS Professionals are also able to help real estate professionals conduct client appreciation meetings and other seminars geared toward mutual and prospective clients. CMPS professionals can help you add value to your own client database while building new relationships with prospective clients.
  • To find a CMPS professional who is part of the CMPS Speaker's Bureau, Look for "SB" next to the member name when you Search for a CMPS near you

• General Public
  • CMPS Professionals are able to provide valuable educational content for public workshops, employee benefit programs and community service organizations. Topics include:
    • Buying a Primary Home
    • Buying a Vacation Home
    • Refinancing a Mortgage
    • Investing in Real Estate
    • Improving Your Credit Rating
    • Reducing Debt
    • Preparing for Retirement
    • Financing Children's Education
    • Caring For Elderly Parents
    • Changing a Job or Career
    • Starting or Selling a Business
    • Financial Strategies for Divorce Situations
    • Improving Personal Cash Flow
    • Saving Money on Taxes (joint workshop with a qualified CPA)
  • To find a CMPS professional who is part of the CMPS Speaker's Bureau, Look for "SB" next to the member name when you Search for a CMPS near you