Continuing Education

Many of the Southern California Institute’s programs offer continuing education for insurance, CFP, and/or legal as required by the governing entity.


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 EstateCareTM Advisors (CECA) TM, Certified BusinessCareTM Advisors (CBCA)TM, Certified FinancialCareTM Advisors (CFCA), and Certified Real EstateCareTM Advisors (CRECA)TM, Certified FinancialCare(tm) Advisors (CFCA), Certified AssetProtection(tm) Advisors (CAPA tm), Certified Charitable Advisors (CCA tm), Certified Insurance Life Insurance Advisors (CLIA tm), Certified Integrated Wealth Strategies Advisors (CIWSA tm), or Certified Collaborative Wealth Planners (CCWP tm) respectively.

The Southern California Institute helps Advisors, Providers, and clients through Family and Business Owner Events, Advisor & Provider Education Programs, and our Virtual Learning Center.