Contact Us

Offices:
260 Charles Street, Suite 210
Waltham, MA 02453

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Announcements

Informational Webinar: Listen to our Program Director, Brendan Flaherty, CFP®, CIMA®, for 20 minutes as he explains exactly Why and how to become a CFP®.

Brendan_Webinar_Why_and_How_Become_CFP

Current Sessions:
Enro
llment for the Winter 2015 Virtual Session for Bryant University's Online Certification in Financial Planning remains open through February 10th.

Enrollment for Spring 2015 Virtual Session now open (First Class: May 13th). Full Program packages start from $1995 $1795 through January 27th.

Earn your Certified Mutual Fund specialist (CMFS) designation. Click here to learn more.