All Courses

The Bucket Plan 2.0 Holistic Planning Process Virtual Resources

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Planning for a secure and prosperous future requires more today than any other time. With our unique approach, we provide personalized care, professional expertise, and active support to ensure your client’s dangers are eliminated and opportunities captured. The Bucket Plan® 2.0 Holistic Planning Process provides an uncommon breadth of service to help you guide your […]

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FIAs

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Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support Team, login or use request access.

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The Connection Questionnaire

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The Connection Questionnaire is a powerful tool to help better connect with your clients and prospects and gather more information about them. This course provides a detailed explanation about the Questionnaire and best practices on how to use it with clients and prospects. Open the content by clicking on content link below ‘Course Content’. To

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The Attorney Advisor Alliance®

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Unify the estate and financial planning process by leveraging a nationwide alliance with The National Network of Estate Planning Attorneys and our organization. This unique program will turbo-charge your referrals, increase credibility and bridge the critical gap between two essential planning areas while splitting the marketing costs between like-minded professionals. Open the content by clicking

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The Tax Practice Builder®

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Create a new base of clients and integrate tax preparation and planning services into your financial advisory firm using this proven client acquisition 8-step process. Learn how to add a tax professional to your office, the art of transforming a tax client into a financial services client, and the like. Open the content by clicking

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The Tax Management Journey®

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The Tax Management Journey® provides you with knowledge to further support you as a holistic advisor. This 7-step process that covers important tax topics including: Understanding the Order of $, Measuring your tax bracket, Avoiding Marginal Tax Traps, Allocating Tax Sensitive Assets, Gifting Strategies, Pay Now vs. Pay Later, Managing Your Dynamic Bracket and more.

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