A powerful approach to helping clients accomplish what they want with their money.

Teaching powerful financial principles

This unique training for financial planners helps you build a solid, sustainable foundation for your clients so they can become – and remain – financially free. 

You cannot underemphasize the power of a strong financial foundation.

Empowering clients to make important decisions

Why choose PBFP training? Because the goal is to make personal finance more simple. Teach your clients how to become financially free, make life plans, and become the financial advisor they trust most.

The world needs planners, not prognosticators

We cannot predict the future needs of each client, but, frankly, we shouldn’t have to. 

Instead, we empower our clients by teaching them principles that give them the ability to evaluate and make better financial choices. 

That’s where YOU come in.

Become a principles-based financial planner

Discover how to empower your clients and increase their trust in you through PBFP training. 

With this training, we will teach you the powerful, and extremely effective, step-by-step process of Principles-Based Planning™.

Powerful training that includes powerful tools

Personal Financial SnapshotTM is the only principles-based planning software on the market.

It’s also the most effective at simplifying a client’s entire financial situation and helping them understand how to implement the principles into their own lives.

See how this training can add value to your services:

Recent news & updates

8 Keys to Success in this Business

8 keys to be successful in this business This morning I had the opportunity to speak with another agency with new agents/advisors.  I put these thoughts together as I thought about what they might ask me and how I might respond to each of their questions. I also thought I should share these thoughts as they may be something that someone may read and helps them achieve a higher level of success in their own Financial Planning practice and learn some key insights that can help you become successful in this business. 

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PRINCIPLES-BASED FINANCIAL PLANNERS™ training does things. Especially when it is apertaining to financial planning betwixt client and planner. We should connect to a static blog post that articulates the virtues of PBFP in essay.

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Something about the podcast and the benefit of listening. How it is loaded with great information that will help you take your planning to new heights. And something else too: rhinoceri and emus and gazells, oh my.

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A more effective way to reach financial goals

Learn how you can utilize the Personal Financial Snapshot™ to empower your clients' financial foundation and build better client experiences.