2024 PCA Annual Compliance Training
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Courses
The No-NIGO Prosperity Capital Advisors Forms Course
The No-NIGO Prosperity Capital Advisors Forms Course equips Investment Advisor Representatives and their staff with the essential knowledge and skills needed to flawlessly complete and submit the required RIA forms. By mastering the intricacies of these forms, participants will eliminate the risk of paperwork rejections due to incomplete or erroneous submissions. This comprehensive course ensures that advisors
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Building Relationships and Referral Networks: Mastering Centers of Influence
Welcome to our exclusive training course, designed to transform your financial advisory practice by unlocking the power of Centers of Influence (COIs). Gain the strategic insights and practical skills you need to build strong, lasting relationships that drive client acquisition and business growth. Why Choose Our Course? Elevate Your Client Base: Learn how to leverage
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PCA & Valor Annual Compliance Training 2023
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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Plan Deliverables Micro-Tool
Streamline your planning process with this practical course that eliminates the guesswork from creating client deliverables. Dave walks you through his method of building customized financial plans using a PowerPoint template designed for clarity and consistency. You’ll learn how to maintain a structured approach while tailoring each plan to your clients’ unique needs. This course
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The Soon & Later Bucket Product Shelf
Stay ahead of the curve with our review of the Soon and Later Product Shelf, designed to help you effectively allocate products within the Soon and Later Buckets. In this training, you’ll explore various products that may be used in these buckets, complete with examples that illustrate their functionality and benefits. Please note that the
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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
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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C2P Contact Information
You will find all important contact information for C2P in this section. 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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