Loading Events

« All Events

Advanced Financial Planning Techniques for CFP Professionals Program

June 3 @ 9:00 am - June 7 @ 1:00 pm

The “Advanced Financial Planning Techniques for CFP Professionals” is a 20-hour CE, intensive program designed for Certified Financial Planner™ professionals looking to deepen their expertise and enhance their skills in financial planning. Over the course of five days, participants will engage in detailed exploration of advanced concepts in estate planning, retirement strategies, investment management, insurance planning, and ethical considerations in financial planning. This program aims to equip CFP® professionals with the knowledge and tools necessary to navigate complex financial planning scenarios, offering innovative strategies to manage wealth, mitigate risks, and optimize financial outcomes for their clients.

Advanced Financial Planning Techniques for CFP Professionals Program


June 3 @ 9:00 am
June 7 @ 1:00 pm
Event Categories:
Event Tags:


EverythingHR Talent Development Institute
1055 South Blvd E Suite 150
Rochester Hills, MI 48307 United States
+ Google Map
View Venue Website
Scroll to Top