What Is The Cost to Use The Comprehensive Financial Planning Systemâ„¢?
  • No initial investment is required to receive all CFPS manuals, forms, brochures, and software. Optional CFPS training videos are available for an additional charge.

  • Non-Affiliated Representatives: $950 per month, with a minimum license agreement term of 12 months. Ongoing supply costs will vary.

  • Associated Planners: Monthly license fees are waived for independent planners who submit adequate insurance and investment business through approved companies which lists us as their BGA.

  • 30 day free trial. If you are not satisfied with the system, you may return it within 30 days of receipt without further financial obligation.
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