Candidates attend a two-day, in-person, executive education capstone event.
In a private classroom-style experience, the capstone takes concepts from Level One, puts them in the context of timely real-world developments affecting the retirement landscape, and helps attendees master the tools to successfully address these issues with clients.
The education capstone has been approved for 16.5 hours of CIMA®, CIMC®, CPWA®, and is pending CFP® continuing education approval.
The education capstone will be offered next on:
- Dec. 3–4 at the Ritz-Carlton Amelia Island in Amelia Island, FL