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 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.
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.