Join us for our MoneyGuide Self-Paced Paraplanning Certificant Program. This course consists of multiple modules with videos and quizzes, followed by a cumulative case study. The training is informational and uses real-life scenarios to build practical skills for creating a financial goal plan, with a primary focus on accurate data entry and understanding planning assumptions. This course does not cover analyzing results, presenting outcomes, or making recommendations. Upon successful completion, you will receive a certificate of completion and MoneyGuide Paraplanning badge that can be connected to LinkedIn

After sign up is complete you will receive an email with login instructions. You will have up to 3-months to complete the course.