Master Class Certification Program


Our 100% online program allows you to choose from over 200 advanced planning topics. Learn anytime, anywhere, at your own pace. Each class features video lessons and curated reading assignments that will get you quickly up to speed on the topics of your choice! Learners receive a Master Class Certificate upon successful completion of the course requirements. 



Master Class Certification Program


Our 100% online program allows you to choose from over 200 advanced planning topics. Learn anytime, anywhere, at your own pace. Each class features video lessons and curated reading assignments that will get you quickly up to speed on the topics of your choice! Learners receive a Master Class Certificate upon successful completion of the course requirements. 



Certified Business & Estate Specialist (CBEx)


Our 10 course designation program takes learners through a comprehensive learning path focused on cutting-edge topics, including: estate and income tax planning, charitable planning, employee benefits planning, investment planning, as well as life insurance and risk management planning. Learners receive the industry-leading CBEx designation upon successful completion of the program requirements. 



Certified Business & Estate Specialist (CBEx)


Our 10 course designation program takes learners through a comprehensive learning path focused on cutting-edge topics, including: estate and income tax planning, charitable planning, employee benefits planning, investment planning, as well as life insurance and risk management planning. Learners receive the industry-leading CBEx designation upon successful completion of the program requirements. 



Certified Business Exit Planner (CBExP)


Our 7 course program focuses on leading-edge exit planning techniques. Learners will receive the industry-leading CBEx designation upon successful completion of the program requirements. 



Certified Business Exit Planner (CBExP)


Our 7 course program focuses on leading-edge exit planning techniques. Learners will receive the industry-leading CBEx designation upon successful completion of the program requirements.