What Is The Cost to Use The Comprehensive Financial Planning System™?
- No initial investment is required to receive all CFPS manuals, forms, brochures, and software. Optional CFPS training videos are available for an additional charge.
- Non-Affiliated Representatives: $950 per month, with a minimum license agreement term of 12 months. Ongoing supply costs will vary.
- Associated Planners: Monthly license fees are waived for independent planners who submit adequate insurance and investment business through approved companies which lists us as their BGA.
- 30 day free trial. If you are not satisfied with the system, you may return it within 30 days of receipt without further financial obligation.