What materials are included in the The Comprehensive Financial Planning System™?

• Training Manual - (People Skills)
  
  
• Supporting Doc Manual - (Financial Knowledge)
  
  
• Product and Resource Manual - (Product Knowledge)
  
  
• Case Prep Manual & Workbook - (Technical Skills)
  
  
• 27 Software Programs - (Budget, Tax & Savings projections, Specific Recommendations, brief pages and much more)
  
  
• DVD Training Videos - (Complete CFPS training)
  
  
• Financial Planning Questionnaires - (Possibly the best fact-finding form in the industry!)
  
  
• Agreements, Forms, and Brochures - (Effective material which is essential in developing a successful practice)