The Investment Planning Statement

Current Status
Not Enrolled
Get Started

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 below ‘Course Content’.

To access to this course contact your C2P Support Team, login or use request access.