For the price of $3,995 you will receive:

  • 2 days of fiduciary–focused training
  • Accommodations for 2 nights
  • Breakfast, lunch and refreshments both training days
  • Up to 9 CE credit hours for CFP® professionals and insurance licensed agents

The Bucket Plan®Best Interest Process and Certification

  • The Bucket Plan Best Interest Process study guide
  • A proctored exam to complete certification
  • The Bucket Plan Certification
  • Rights to use the “Certified Bucket Plan Advisor” seal in marketing communications
  • Turnkey press release announcing certification

Certified Financial Fiduciary®Designation

  • Course handbook
  • Rights to use Certified Financial Fiduciary®icon in marketing communication upon completing course and passing exam
  • Access to NACFF®University online training courses
  • Access to private Certified Financial Fiduciary®LinkedIn group
  • Listing on the NACFF directory of Certified Financial Fiduciaries®

Turnkey Client Resources

  • Training manual of processes and materials, illustrating when and how materials in the planning process are used, including scripts, questionnaires, worksheets, documentation requirement templates, marketing collateral, sample documents, client scenarios and more.
  • Access to full suite of Certified Financial Fiduciary®collateral including pens, pull up banners, table throws, apparel, brochures and pocket folders. Everything you need to let your prospects know you have accomplished this great achievement.
New White Paper!