Center for Financial Professional Education, Inc.

About Us

We provide comprehensive, financial professional training essential to the success of financial services professionals in the areas of continuing education and personal professional growth.

We also offer comprehensive basic and advanced training for financial institutions.

We also provide free of charge basic and advanced planning educational materials to the general public.

Important Resources
Newsletter archive
Obtain an insurance quote
Advanced Market Advisors
Independent Planning Group
Resource Materials

What's New

Asset Allocation Models now available
Revised Estate Planning Basic's and Advanced Course updated 1/02
Long Term Care Basic's updated 6/02

Coming Soon
On-Line Financial Planning*
On-Line Portfolio Review*
On-Line CPA continuing education credits**

Products and Services
Kitchen Table Planning Series
Financial Professionals

The Kitchen Table Planning Series is a number of downloadable consumer educational booklets on a variety of financial topics. The entire series can be downloaded in whole or in parts depending on your individual needs. There are also opportunities to have planning assistance from a Certified Financial Planner.