Member Discounts
Member discounts for C2P Advisors. 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.
Courses
Frequently Used Resources
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The Bucket Plan Book Resources
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Mastermind Collegium Recordings
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The Virtual Advisor
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Presentation Library
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The Bucket Plan On-Demand Series
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Reloading the Bucket Plan
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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Woman’s Worth
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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
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