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Convention

Advisor Education Support

Services

          CFP® ETHICS- IN PERSON -TRAINING TO FULLFILL CONTINUING EDUCATION REQUIREMENTS

  • Specializing in conferences, symposiums, and local chapter meetings.

  • The classes are interactive and are provided in-person by a CFP® professional with over 28 years experience in financial services. 

Contact us to schedule a class:

860-997-0571

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