Expert Personal Financial Planner (EPFP®)

This program is designed for insurance and investment agents to be an expert in personal financial planner for middle and high income professionals, as well as the wealthy people. The certificate holder will be able to help the clients to develop a comprehensive financial plan for client’s insurance plan, investment portfolio, children’s education funding, retirement saving, estate planning, and 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 PFP®, or eighteen months working experiences as a top 30% of producer in the company. To receive the certificate, the candidate has to complete the following five courses:

Core Courses: