Developing Successful Financial Planners through Mentoring and Training

 

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Our Philosophy

Our Purpose

Through mentoring and training, the Center helps instill financial planners with the joy of success by obtaining meaningful life-long client relationships for the benefit of themselves, their employers, their clients, and the financial planning profession.

Our Beliefs About Financial Planning

We believe that financial planning helps to improve people's lives - this includes the lives of both financial planners and their clients.  The mantra, "what goes around, comes around," is at the heart of our thinking - those who practice quality comprehensive financial planning will benefit, and their clients for whom they practice it will benefit.  The Center will train financial planners to harness this energy of reciprocal benefit.

Our Clients

The Center's clients include Certified Financial Planner™ licensees, financial planning associations, and financial planning companies worldwide.  Our programs are customized to meet the needs of our clients.

Our Place in the Financial Community

The Center operates within the worldwide financial planning community by supporting the CFP® mark and international professional standards to help build the profession, one planner at a time.

 

 

The Center does not discriminate on the basis of race, color, national origin, gender, disability, or age in any of its policies, procedures, or practices.
 
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
Send mail to elissa at financialplannertraining.org with questions or comments about this web site.
Copyright © 2005 International Training Center for Financial Planners
Last modified: 05/23/05