
The CMPS Institute offers the CMPS (Certified Mortgage Planning Specialist) training customized for your group or company. This intensive, high level training will cover information from the following areas: Financial Market and Interest Rate Analysis; Cash Flow and Debt Analysis; Real Estate Investment Planning; Mortgage and Real Estate Taxation Concepts and more. This program is approved for continuing education credits for loan originators in certain states, nationally with the CFP Board for CFP practitioners and for CPA continuing education credit (see sidebar for details).
- Live training
- Groups of 40 or more
- Group pricing available
- Training held in the location of your choice
- Schedule training that works with your corporate calendar
- Self Study
- Group pricing available
- Live conference calls to support
- Online video modules or CDs for mobile studying option
- Combination Self Study and Live Event
- Groups of 40 or more
- Group pricing available
- Take part of the exam via Self Study and part with a Live Training
- CMPS Training can be integrated into your corporate sales meetings
to email a CMPS Representative or call 888-608-9800 for more information.
This is not a sales conference!
This is a financial training conference and ongoing certification program for those who are serious about taking their income and financial knowledge to the next level.
In addition to the tremendous level of knowledge and confidence you will gain by becoming certified, your CMPS membership includes:
- Access to members-only web site with continuing education and other resources
- Ability to teach continuing education courses to Certified Financial Planners using 3 two hour templates that have been accepted by the national CFP Board of Standards...a powerful way to gain new referral partners!
- Media kit - Template press release and step-by-step instructions on how to gain recognition in your local marketplace for becoming certified
- ARM Planner™ Spreadsheets (Mortgage Coach Users Only) - 15 Excel Spreadsheets and a 90 minute audio/visual tutorial on how to use the spreadsheets.
- CMPS Certificate - When you complete the CMPS exam successfully, you will be mailed a CMPS certificate, which you can hang on your wall at home or at the office.
- CMPS Marketing Materials - Use the CMPS and Certified Mortgage Planning Specialist™ marks and logos on your web site, stationery and business cards.
- Consumer-Direct PowerPoint Presentations - can be used in consumer direct and/or real estate investor seminars. Illustrates various wealth building mortgage planning strategies and how investors can increase their rates of return on investment by working with you.
- Builder & Realtor PowerPoint Presentations - can be used in business partnership meetings or seminars with builders and/or realtors. Illustrates how you can help builders and realtors sell more homes at higher prices.
*CFP Board Disclosure Statement:
CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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