(2 Ratings)


Categories: Certification, Enrollment
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About Course

In order to proceed with the Principles-Based Financial Planning Online Training Course, you are required to sign the Certification Enrollment Form. Please complete this assignment first, then COURSE 1 will become available for you to begin.

What Will You Learn?

  • Agreement to the Certification Program
  • The program is for a twelve-month period and may be renewed each year at the current rate (whatever the rate is at the time of renewal). *Note: To become certified the participant must participate in this program for at least two years, as well as complete the other certification requirements.
  • Both the Participant (or Payor, if other than Participant) and the Principal of Personal Financial Snapshot have the right to refuse renewal after the twelve‐month period has ended.
  • The program fee is paid annually, and there is no refund if the participant quits prior to the end of the twelve‐month period.
  • The start date is the date on which both this form is signed and received and when the annual program fee is received.
  • At least 40 weekly one‐on‐one training meetings with a PFS Trainer per year (12 months).
  • At least 20 bi‐weekly PFS Study Group sessions per year (12 months).

Course Curriculum

Certification Enrollment Form
Please print, sign, and email the Certification Enrollment Form.

  • Quick Question
  • Certification Enrollment Form (SCROLL DOWN TO READ DESCRIPTION)

Student Ratings & Reviews

Total 2 Ratings
2 Ratings
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2 months ago
Excellent course!
2 months ago
Great course. thank you

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