Planning Matters® is a self-paced interactive training program that teaches a structured process for delivering financial planning services. Advisors learn how to sell comprehensive planning services, how to guide clients through the planning process, and how to successfully implement financial plans. The focus of this systematic course is on the "art" of delivering financial planning services rather than the nuts and bolts of creating financial plans.

Fortune 500 financial institutions headquartered in the U.S. currently license this innovative courseware for use either as a new-hire training program or internal certification program authorizing staff advisors to deliver and/or charge fees for financial planning services