Personal Life Transitions Advisor Diploma

The recent financial crisis has caused a crisis of another kind for financial advisors, a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decision. 

Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop a succession plan for their business.

It's your choice: enter the full MFA - Succession and Estate Planning Specialist designation program (6 courses) or do it in two steps: First, enhance your skills as a Certified Life Transitions Advisor, then master succession and estate planning as a Designated Advisor.