Expert Business Financial Planner (EBFP®)

This program is designed for insurance and investment agents to be an expert in business financial planner for business, business owner and its employee. The certificate holder will be able to help the clients to develop a comprehensive financial plan for business insurances, buy-sell agreement, group insurance, employment benefit program, and business tax planning.

To be admitted by this program, the candidate must have at least six months working experiences and double his/her production after he/she received EPFP®, or two years working experiences as a top 15% of producer in the company. To receive the certificate, the candidate has to complete the following five courses:

Core Courses: