advisor Archives - C2P Central

Running The Bucket Plan® Best Interest Process Meetings Virtually

Adapt your financial planning process to the digital age with this course on conducting The Bucket Plan meetings in a virtual environment. Broken down by each stage of the meeting process, you’ll learn how to seamlessly navigate client conversations, present The Bucket Plan structure, and engage clients remotely without missing a beat. Whether you’re meeting […]

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How to Read and Understand a Tax Return

By C2P Training

Unlock the power of tax returns and build your confidence in client engagements with this comprehensive guide. In this course, you’ll walk through the Form 1040 line by line, gaining a clear understanding of the major sections and schedules. Learn to identify key areas that need close attention when reviewing returns and develop a foundational

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The Virtual Advisor

By C2P Training

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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Reloading the Bucket Plan

By C2P Training

Master the art of managing the “Soon Bucket” in your clients’ portfolios with this focused course on reloading strategies. You’ll learn when and how to reload the Soon Bucket during the annual review process to ensure your clients are always prepared for their short-term financial needs. This course includes a detailed case study, using actual

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The Investment Planning Statement

By C2P Training

The Investment Planning Statement serves as a single point of truth in consolidating all the information gathered throughout the financial planning process. Completing this document provides an extra layer of protection and proof of documentation that you followed a best interest process to create your client’s plan. Open the content by clicking on content link

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The Tax Management Journey – INTRODUCTORY Training

By C2P Training

Begin your journey with The Tax Management Journey® and unlock the foundational concepts essential to becoming a proficient advisor. This introductory course provides a high-level review of the key steps in the comprehensive program, offering insights into why and how tax management is crucial to preserving wealth. You will explore the cost of not knowing

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Plan Design Training

By C2P Training

Unlock the secrets to efficient client reviews and tailor-made Bucket Plans with insights from DaveAlison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management! In thisdynamic course, you’ll discover innovative strategies and specialized software that will revolutionizeyour planning process. Watch as Dave showcases how to seamlessly integrate powerful features likesocial security

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Valor Sample Client Appointment

By C2P Training

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 Bucket Plan® 2.0 Holistic Planning Process OVERVIEW

By C2P Training

This is the overview training for The Bucket Plan 2.0. 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

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The Bucket Plan 2.0 ADVANCED Training

By C2P Training

Prepare to elevate your planning skills to new heights with The Bucket Plan 2.0 Advanced Training! This course builds on the foundation laid in the Overview training, equipping you with the tools needed to navigate today’s complex financial landscape. As your clients face unprecedented challenges, our unique approach combines personalized care with professional expertise and

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