"The Financial Counseling Institute will do more than make you a better advisor. It will transform your role from advisor to counselor, produce richer client relationships, and yield better results."

"This provides the "missing piece" in what it takes to be a top caliber financial advisor. What the CFI teaches enriches the client's investment experience and well-being and advances the profession."

"The Financial Counseling Institute course brings clarity and science to the topic. This course is a must for any tax and financial planner advising wealthy families."