Frequently Asked Questions
Preparing for Retirement is only taught by Certified Financial Planners. Many classes will also have guest speakers who are licensed CPAs or Estate Planning Attorneys.
Yes, all class attendees will receive a copy of the text in an easy to use three ring binder.
Typically class tuition for Preparing for Retirement is between $50 to $100..
No. Preparing for Retirement is designed around teaching the financial planning process to students. Instructors are forbidden from soliciting product sales during class.
Yes, typically instructors are available during class breaks for individual questions. Students also have the option for a complimentary financial review following class.
Course and text materials are designed for investors of all types of financial skill levels. Preparing for Retirement is designed to be beneficial whether you work with financial professionals or handle all of your own affairs.
The CFP® certification process identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.