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
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