Financial Planning Is Complicated.

Make It Simple With PFS.

If you are a financial advisor and care about providing the best advice your clients need as a financial planner, you’ll have a great experience in our class! Your focus will be on becoming a ‘principle-based planner’, not just another financial advisor.

You’ll learn various methods of a sales pitch, presentations, and our Five Principles of Personal Finance to guide your planning as you go forward towards financial freedom and beyond for each client.

What Makes Snapshot Different?

Through the Principled-Based Personal Financial Planning online training courses, you will learn how to teach your clients principles that will empower them to become and remain financially free. Our methodologies and processes work with income and asset ranges of all kinds and don’t change depending on the client, which makes it repeatable and improbable for you as a financial advisor and fiduciary.

As financial planners and advisors, we know that we can’t predict the future needs of any client, and with the PFS system, we don’t have to. What you will learn is how to empower your clients by teaching them principles that give them the ability to evaluate and make better financial choices for themselves and their loved ones.
Most of the challenges we face as advisors have to do with a client’s desire to change habits and behaviors.

Through the PFS system, you will learn various techniques, practices, and methodologies that will motivate each of your clients to improve their habits and decision-making ability that will lead them financial freedom.