Provider Education Programs
Gain Knowledge To Share With Clients
Through our extensive institutional program options, SCI works with groups of professionals to increase their knolwedge and relationship skills in order to facilitate stronger and more complete planning packages for their clients’ futures. The Practice Developer Program offers advisors “Language and Tools” that attract new clients, engage current clients with additional opportunities, and re-approach and engage prospective clients. The PDP also offers advisors and the institution they work within the “Language and Tools” to spot issues, increase cross referrals, and capture overlooked opportunities.
Inspire Action
The Practice Developer Program (PDP) allows the Institute to reach out and share with other institutions, including banks, broker dealers, law and CPA firms, financial planning firms, and wire houses. Through our extensive program options, SCI can help professionals increase their knowledge and relationship skills in order to facilitate stronger and more complete financial planning packages for their clients’ futures. SCI has presented these 1 1⁄2 to 8 hour programs monthly to institutions such as: Bank of America, Citibank, Community First National Bank, Comprehensive Financial Group, Edward Jones, Peterson & Company, Union Bank of California, Wachovia, Wells Fargo, Hartford Life Insurance, Morgan Stanley Smith Barney, Prudential, and others.
PDP Curiculum
Practice Developer Programs are comprised of 12 six-month programs featuring 100, 200, and 300 Level courses, including:
100 Level (six 90 minute sessions each):
The Family BusinessCare™ Series
The Family Real EstateCare™ Series
The Family FinancialCare™ Series
200 Level (six 60 – 120 minute sessions each):
The Certified Asset Protection Advisor™ Series
The Certified Charitable Advisor™ Series
The Certified Life Insurance Advisor™ Series
The Certified Integrated Wealth Strategies Advisor™ Series
The Certified Business Owner Advisor™ Series
The Affluent Client Experience™ Series
Attracing and Working with Wealth Planning Clients™ Series
300 Level (6 six to eight hour sessions each):
(Pre-requisite: 1 set of courses from 100 series and 2 sets of courses from 200 series)
The Certified Collaborative Wealth Planner™ Series
The Certified Strategic Advisor™ Series (CSA)
Certification
The programs are held once a month, for six consecutive months. With completion of each 6 month certification program, SCI hosts a 3 hour certification review and examination, allowing graduates of the PDP to become Certified EstateCare™ Advisors (CECA) , Certified BusinessCare™ Advisors (CBCA)™, Certified FinancialCare™ Advisors (CFCA), and Certified Real EstateCare™ Advisors (CRECA)™, Certified FinancialCare™ Advisors (CFCA), Certified AssetProtection™ Advisors (CAPA™), Certified Charitable Advisors (CCA ™), Certified Insurance Life Insurance Advisors (CLIA ™), Certified Integrated Wealth Strategies Advisors (CIWSA ™), or Certified Collaborative Wealth Planners (CCWP ™) respectively.
Click here to view scheduled upcoming Practice Developer Programs