Reimagining Financial Legacies Through
THE CERTIFICATION PROCESS
Clarity. Confidence. Commitment. The path to FLP ™ certification is a rewarding process that gives you the knowledge and skills you need to grow your business.
THE FINANCIAL LIFE PROFESSIONAL™ CERTIFICATION REQUIREMENTS
Our easy 4 step process to provide comprehensive Financial Life Planning™ to your clients, so you can help them achieve confidence today and a clearer picture of tomorrow.
THE EDUCATION REQUIREMENT
The education requirement involves (1) completing the curriculum on Financial Life™ planning through the FLP™ online portal , OR (2) attending an in-person LIVE FLP™ Quickstart event instructed by one of our leading FLP™ instructors.
You must complete the coursework before you can take any module quizzes.
QUICK FACTS
Average time to complete the coursework is 240 minutes.
MODULE QUIZ REQUIREMENT
You must demonstrate you’ve attained the knowledge and competency necessary to provide comprehensive personal Financial Life Planning™. Each module contains multiple-choice questions that show you’ve retained a level of understanding of how to use the material.
QUICK FACTS
You must complete the quizzes in order to advance and understand how to use the material to stay top of mind with your clients.
THE LIVING DEMONSTRATION REQUIREMENT
You must complete our capstone which ultimately means you become a living embodiment of the principles you preach, applying assessment tools, planning strategies, and organizational materials to your own Financial Life™ before assisting clients. This hands-on experience helps you master the tools, set realistic expectations based on your outcomes, and clearly communicate the benefits to your clients.
QUICK FACTS
Our capstone must be completed or in the process of being completed it in order to obtain your certificate of completion.
THE CODE OF ETHICS REQUIREMENT
The requirement is the final step on your path to FLP™ certification. It indicates you’ve agreed to adhere to high ethical and professional standards for the practice of Financial Life™ Planning, and to act in your client’s best interest when providing Financial Life™ Planning to your client, always putting their best interests first.
QUICK FACTS
You’ll need to sign the Code of Conduct Declaration and yearly participation agreement.
WE’RE HERE TO HELP
Our current FLP’s offer the guidance, real-world advise, tools and support you need to successfully become a Financial Life Professional™, no matter what stage of the process you’re in. Connect with other FLP’s. Whether you have a question, need advice or are just looking for support, we welcome you to connect with us.
Meet our FLP’s
ADD THE FINANCIAL LIFE PROFESSIONAL™ CERTIFICATE TO YOUR BUSINESS
Get Started Online or Attend A Quickstart
Complete Courseware and Requirements
Get Your Certificate
Get Access To The Assets
Reach Out & Connect With Your Clients
Use the Tools With Your Clients
Be of Value & Service To Them
Watch Your Business Grow
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