Make personal finance more simple
Teach your clients the principles behind money that lead them to become and remain financially free.
Create financial plans that last
Use time-tested strategies to help your clients create lifelong plans and make clearer decisions.
Open up your product options
Advisors can make appropriate recommendations from a holistic view instead of trying to predict future needs.
Choose the program that fits your needs
Software License (tooltip) Access for 2 computers, 1 user
Access to All PFS Online Training Courses
1 Free Book (paperback)
Monthly PFS Newsletter
Live Virtual Monthly Group Training
Discount on Copies of “Principles-Based Planning” Book
Bi-Weekly Study Groups
Weekly One-on-One Mentorships
Access to a PFS Trainer
Live Client Observation Meetings
PBFP™ Certification (tooltip) Requires a completed PFS online training course, completed 2 year program, and a passing score on exam
See how this training can add value to your services:
Always ready to answer your training questions
NET Framework 4.5 must be installed, however, Windows 5 and above includes this by default. Window 7 users may need to download and install.
1. Monitor resolution of 1024×768 or greater is recommended
2. At least 10 MB of available disk space
Check your email and the Resource page for software updates.
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.