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Getting Started

You are ready to enjoy the freedom, flexibility, and opportunities of an independent finance professional (IFP), let’s help you get started

Clients and Brand

Build the best client base and professional brand with this bundle of resources.

Technical Skills

These resources aim to boost your practical skills, services, and support.

Regulatory Resources

Get help with regulations and ethical standards with this resource bundle.

Being Your Own Boss

Learn to be more effective at working for yourself with this set of resources.