Financial Planning Training


Clarity 2 Prosperity offers a range of live, on-demand and virtual training resources to financial advisors and institutions—regardless of your RIA, IMO, B/D or other affiliations.

Whether you are looking for turnkey processes for best interest financial planning and documentation or profitable and scalable marketing and operations systems, we provide the experienced training and support you and your team need to remove the guesswork and be successful. Review upcoming event opportunities below or contact us to discuss custom training needs!

Rainmaker Multiplier Training

Take the guesswork out of building a top-tier independent financial advisory firm and get the education and processes to become a more holistic advisor, leader and business owner. The event is packed with information on 21 different sales and marketing, operational and financial planning processes and will give advisors the detailed action steps needed to implement each process effectively in their business. These aren’t just ideas, these are turnkey processes. Examples include: how to automate your business to run with or without you; how to incorporate insurance, investments, taxes and estate planning into a holistic financial plan; how to get paid for planning time; how to hire the right employees and junior advisors, and more.

Upcoming Dates:
June 1-4, 2020 | Baltimore, MD

Registration information coming soon

Mastermind Collegiums

Each Mastermind Collegium is filled with new content and brings a wealth of the latest ideas, insights and collaboration from our network of elite advisors. In this ever-changing industry, taking time outside of your practice to discover best practices, new processes and connect with likeminded advisors is essential to your continued success and growth. This is an invite-only event for Mastermind advisors to bring questions, struggles and success stories to share with the group as we continue to learn from and push each other to new levels of success.

Upcoming Dates:
June 1-4, 2020 | Baltimore, MD

The Tax Management Journey

Learn how to expand your business and differentiate yourself from the competition by attending The Tax Management Journey, a one-day tax planning training course that will give you the marketing tools and planning strategies to attract and convert more clients in the $1 million to $5 million demographic. Taught by Dave Alison, CFP®, EA and Christopher Woehrle, JD, LL.M (Tax), advisors will leave with one-day live experiential training, E-Learning course access for On-Demand training and reinforcement, The Tax Management Journey client-facing tools, point-of-sale resources and more.

Upcoming Dates:
February 7, 2020 | Charlotte, NC

Registration information coming soon

National Social Security Advisor Certificate®

NSSA® education is ideal for CPAs, Financial Advisors, Attorneys and other professional advisors who would like to help clients navigate the Social Security maze and better answer their questions. Learn from a 35 year veteran of the Social Security Administration, Jim Blair, and Marc Kiner, a 34 year CPA, including the secrets about Social Security and what the Social Security Administration is not telling future recipients.

Upcoming Dates: Coming Soon

The Bucket Plan® 1.0 Best Interest Process
Live Training & Certificate

The Bucket Plan 1.0 Best Interest Process Training is a comprehensive, 2-day live training to equip an advisor with all the knowledge necessary to quick start their delivery of a unique and comprehensive planning experience to their clients. At the completion of the training, you will have the opportunity to take a proctored exam to earn The Bucket Plan Certificate to help demonstrate your commitment both to professional education and holistic planning with clients and prospects. In addition to increasing credibility, this certificate includes the opportunity to customize The Bucket Plan book for your practice and a listing on TheBucketPlanBook.com.

Please note that candidates for The Bucket Plan certificate and the Best Interest Process Certified (BIPC) designation must complete an e-Learning course, pass an online quiz and attend a live, experiential, instructor-led training. This designation must be renewed every two years.

  • The Bucket Plan® Best Interest Process exam and Certificate
  • 9 hour CE credits for CFP’s and up to 9 hours for insurance professionals (depending on the state)
  • The Pyramid of Risk
  • Soon and Later Bucket Strategies

Upcoming Dates:

January 22-23, 2020 | Tampa, FL

For more information and to register today, please visit here.

The Bucket Plan® 2.0 Holistic Planning Process Live Training

Once you’ve mastered The Bucket Plan® 1.0 Best Interest Process, you will be invited to attend an instructor led training in Westlake, Ohio to immerse yourself in The Bucket Plan Holistic Planning Process. During this interactive training, we will expand upon what you learned in The Bucket Plan® 1.0 Best Interest Process to create and deliver a holistic financial plan and charge fees based on the services being provided. You will take a deeper dive into familiarizing yourself with The Bucket Plan Holistic Planning Process and available resources and participate in interactive sessions including role-play activities and group discussions. The objective of this training is to provide you with the confidence and familiarity you need to convey the value of holistic planning to your clients and to charge a planning fee, with confidence, for your time in taking them through the holistic planning process.

Qualifications to Attend

  • Attendance of The Bucket Plan® 1.0 Best Interest Process Live Training
  • The Bucket Plan Best Interest Process Certification
  • Mastery of The Bucket Plan 1.0 Best Interest Process
  • The Holistic Planning Process Steps 1-4 e-Learning courses

Upcoming Dates:
April 1-2, 2020 | Cleveland, OH

Registration information coming soon