An online CFP® Exam Prep course in cooperation with the Boston Institute of Finance. It is the perfect option for anyone who is unable to attend a Live Review because of time, distance, or other restrictions.
Stay on Top of Financial and CFP® News, Trends, and Best Practices
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Audio/Video Insights Program
There is so much information coming across your desk it is almost impossible to decide what is most important for you to read and learn in order to best serve your clients and grow your business. The good news is… you do NOT need to know everything! Now get vital information directly from Brett!
Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.