How to Read and Understand a Tax Return
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.
How to Read and Understand a Tax Return Read More »
paraplanner
The Virtual Advisor
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.
The Virtual Advisor Read More »
Reloading the Bucket Plan
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.
Reloading the Bucket Plan Read More »
The Investment Planning Statement
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
The Investment Planning Statement Read More »
Plan Design 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.
Plan Design Training Read More »
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW
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
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW Read More »
The Bucket Plan 2.0 ADVANCED Training
The Bucket Plan 2.0 Advanced training requires completing the Overview training prior to this training. 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®
The Bucket Plan 2.0 ADVANCED Training Read More »
The Bucket Plan 2.0 Holistic Planning Process Virtual Resources
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
The Bucket Plan 2.0 Holistic Planning Process Virtual Resources Read More »
The Bucket Plan® 1.0 Introductory Training Course
The Bucket Plan® 1.0 Best Interest Process is a 10-Step process. Seven key tools and three core concepts help to educate clients on The Money Cycle and The Bucket Plan® Philosophy, uncover their assets, analyze their income gap at retirement, and determine their market volatility tolerance to guide you in producing a comprehensive financial plan.
The Bucket Plan® 1.0 Introductory Training Course Read More »
The Connection Questionnaire
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
The Connection Questionnaire Read More »