95% of American Businesses are Family-Owned
72% have NO Succession Plan
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Differentiate Your Practice with Specialized
Expertise
Silver Package
Technical Expertise
- + 5 Technical Expertise
courses
1 Application Engagement
course
Suite of Execution Tools
Pay Annually and SAVE $40 –
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*With 12-month commitment
Gold Package
Application Engagement
- + 5 Technical Expertise
courses
+ 1 Application Engagement courseSuite of Execution Tools
Pay Annually and SAVE $40 –
CLICK HERE
*With 12-month commitment
Platinum Package
Execution Tools
- + 5 Technical Expertise
courses
+ 1 Application Engagement course
+ Suite of Execution Tools
Pay Annually and SAVE $40 –
CLICK HERE
*With 12-month commitment
Interested for Your Team of Advisors?
Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.
Curriculum Details
The curriculum consists of online modules available 24/7
Technical Expertise
Application Engagement
Execution Tools
5.0 Hours of CFP® Continuing Education
You can complete the program at your own pace with unlimited access to all content.
Engaging Content
Through a blend of videos, interactive experiences and practical exercises, the program will not only keep you engaged, but will also show you how to apply the key skills into your advisory practice.
Industry-Leading Author
Greene Consulting is a leader in professional development for advisors in the asset management and wealth management industry. Since 1979, Greene Consulting has provided the most robust professional development for advisors of any firm in the industry – including a library of over 135 online courses, designation programs and certificate programs, as well as countless programs delivered to the leading financial services organizations in the industry.
Other Specialized & Certificate Programs available:
Interested for Your Team of Advisors?
Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.
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