Many Advisors have asked similar questions, so I decided to list them here.

  1.  What is the status of Continuing Education?

    We have recently been granted 3 hours Continuing Education Credit by the Certified Financial Planner Board of Standards for our course Advisor’s Guide to Grieving Clients. The course program ID is 259637.

  2. What types of workflows are included?"

    There are 2 very specific workflows included. 

    a.  Workflow for Immediately Following a Death--  Very Detailed steps with time increments of immediate, 30 days, 60 days and  beyond.  This is designed to be used as a guide at your client appointment.

    b.  Workflow for the Process of Working with a Griever--step by step process of what to do first, second and beyond.  This is the part that is beyond the elements of the financial process.  This workflow is what guides you to become more knowledgeable and confident when working with a client in grief.  This workflow also helps you put your client at ease.

  3. Will I have access to updated materials?

    a. YES.  As is the nature of this course, new things are added due to  recommendations  suggested by clients and advisors alike.