Members of the Academy are dedicated to offering superior client services and have committed to advancing their financial services education.
Active members of the Academy of Preferred Financial Advisors are part of an exclusive group of dedicated financial advisors. This group consists of individuals and practices that offer the highest level of financial advice and service for their clients.
Academy members receive education and are kept current on new and relevant information and changes in key areas of financial planning that help clients, including:
- Protection Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
Academy members attend six full days of educational sessions and a regular series of webinars. All Academy members earn over 30 hours of qualified continuing education each year. Their goal is to provide a superior level of client services that includes regular client communication. Academy members provide monitoring and reviewing of your specific financial situation in order to help you achieve your long-term financial goals.
Academy members are trained by our highly qualified team, including:
