Our professional services focus on certifying Financial and Lifestyle Planners in the effective usage of the Enhanced Lifestyle Planner with clients.

We support our certified Financial and Lifestyle Planners by:

Providing them with articles and other handouts which can be used with their clients or staff members
Providing them with PowerPoint presentations downloadable from the Web for use with clients and staff members
Listing certified Financial and Lifestyle Planners in our Directory of Planners
Delivering on an ongoing basis our PROFESSIONAL SERVICES to support the Enhanced Lifestyle Planner


Our certification services are offered to:

Financial Planners.
Financial Planners typically include Financial Advisors who sell financial products and services as well as Financial Planners who provide fee-based financial planning services. Financial Planners/Advisors can be self-employed or employed by Investments Brokers, Mutual Fund companies, Life Insurance companies, Banks and Trust companies, and/or other organizations which offer financial services.

For more information on our certification services to Financial Planners please visit: Financial Planners, Certification Program

To register for certification, please go to: Certification Registration

Lifestyle Planners.
Lifestyle Planners include professionals who are employed or self-employed as Career Transition Counselors, Executive Coaches, Psychotherapists, Psychologists, Training and Development Workshop Facilitators and Human Resources Consultants.

For more information on our certification services to Lifestyle Planners please visit: LifestylePlanners, Certification Program

To register for certification, please go to: Certification Registration


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