Empowering financial advisors to cost-effectively initiate, scale and deepen planning relationships using MoneyGuide.
MoneyGuide Paraplanning Certification Program
Participants in the MoneyGuide Paraplanning Certification Program will receive the training and support needed to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients.
The MoneyGuide Paraplanning Certification Program training is tailored towards the paraplanning process and requires 7 hours of training, multiple case studies, a final assessment and on-going, quarterly CE webinars. For more information on this certification, please contact Training at live@moneyguide.com.
indicates firms who have completed Envestnet MoneyGuide’s Paraplanning Certification Program.