Paraplanning Certificant Program

Empowering financial advisors to cost-effectively initiate, scale and deepen planning relationships using MoneyGuide.

The MoneyGuide Paraplanning Certificant Program training is tailored towards the paraplanning process and requires 10 hours of training, multiple case studies, and a final assessment. This event is a hands-on, practical lab illustrating real life scenarios. Upon completion you will leave with the ability and knowledge of how to create a meaningful financial goal plan.

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MoneyGuide Paraplanner Directory

Firms known to provide paraplanning services for MoneyGuide users:

Oyster Consulting, LLC

Bill Davis, Director
(804) 349-7815 mobile
bill.davis@oysterllc.com
www.oysterllc.com

Delegated Planning, LLC

info@delegatedplanning.com
www.delegatedplanning.com

Planning Zoo

Zookeeper@PlanningZoo.com
www.planningzoo.com

If you or your firm is interested in learning more about the services provided by these firms, please contact them directly.

indicates firms who have completed Envestnet MoneyGuide’s Paraplanning Certificant Program.

Homemade in Powhatan.

MoneyGuide, Inc. / 1588 Oakbridge Terrace / Powhatan, VA 23139