PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM
Turbocharge Your Practice by Mastering the Keys of Purposeful Trusts & Legacies
PUT YOUR PURPOSEFUL PRACTICE IN MOTION & KEEP THE MOMENTUM GOING
Tap Into Over 50 Individual Lessons Designed To Help Professionals Like You Master The Keys of Purposeful Trusts & Legacies
MASTERY 101 AT A GLANCE
Expect More & Benefit Big
10 Self-Paced Modules +
9+ Hours of CLE/CPE
Watch from your phone, tablet, or computer
10 modules, each approximately 60 minutes in length
10-15 minutes average per lesson
Stream anytime, anywhere, at your own pace
130+ page class workbook of downloadable exercises, samples, and other materials
Live office hours and small group discussions
Immediate takeaways you can apply to your practice
PRACTICAL COURSES WITH TAKEAWAYS YOU CAN PUT INTO PRACTICE
ENROLL IN THE PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM TODAY!
Empower Your Practice & Meaningfully Impact Your Clients’ Trust & Legacy Outcomes
|Purposeful Trusts & Legacies Mastery eLearning Program|
|PPI Member Rate|
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|Non-Member Rate plus Annual Membership|
Interested in taking a closer look? Access the first and second module at no cost for 14 days. Sign-up HERE for this special offer.
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FREQUENTLY ASKED QUESTIONS
How long do I have access to the Mastery 101 eLearning Program?
This program is designed to complete in roughly 10 months; however, you will have access to the program for one full year from the date of enrollment. You will be able to maintain your access to the program content if you have an active membership with Purposeful Planning Institute.
Is this program CLE/CPE accredited?
Yes! The 10 modules included in the Purposeful Trusts & Legacies Mastery eLearning Program are accredited for 11.5 hours of continuing professional education credits through the CFP Board and 9 general CLE credits have been approved by the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
Do I need to purchase a Membership to Purposeful Planning Institute to enroll?
You do not need to purchase a membership to access the Purposeful Trusts & Legacies Mastery eLearning Program. If you are not currently a member of the Purposeful Planning Institute, you may purchase a one-year membership at our preferred rate of $200 for a limited time. To maintain access to the eLearning program materials you will need to renew your PPI membership.
Do I need to follow a specific schedule for this program?
The Mastery eLearning Program is online and can be completed any time of the day, independent of a schedule other than your own.
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