Training, Staff Development & CE Credits
DISCOUNTED PRICING FOR IMMEDIATE TEAM MEMBERS
Identifying & Managing Retirement Plan Risk
October 7-9, 2013 (Monday-Wednesday)
Hiring, training and grooming staff to expand and/or sell their practice is the biggest challenge facing advisors today. With few exceptions, the lack of training resources limits growth and precludes the monetization of small advisory practices. Advisors with concentrated leadership and no succession plan are also increasingly being eliminated during the RFP process.
To grow their practice and distinguish themselves, advisors must develop their team and pursue professional designations applicable to their core business. In addition to the valuable training and all the benefits of attending the industry's premier education and networking event, advisors benefit from unmatched core CE credits.
The CFDD's Advisor Conference offers CE credits applicable to the various designations from the IMCA, ASPPA, fi360 and FSS. Credits vary slightly each year, but the conference has been awarded unprecedented CE credits by the CFP Board, the IBF and others in past years. CE credits also apply to the various designations offered by the American College and the College for Financial Planning, including the CLU, ChFC, CRPS and more.
The CFDD provides a single source solution for leading edge content, networking, new growth strategies, practice management, CE credits and staff development in an affordable and convenient manner.
To take advantage of this offer, click HERE. Once your online registration is complete, contact the CFDD by phone at (630) 662-0284 or by email at CFDD@TheCFDD.com to process your team member's registration for $350.