Equips banking professionals with clear insights to effectively serve branch banking customers on financial issues most relevant to them.


Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.


Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.

Latest From Our Blog

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Debut of the Certified Personal Retirement Specialist™ Professional Designation

January 11th, 2016|0 Comments

We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board exam.  In-depth education of retirement planning techniques and actionable examples for […]

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Do You Know What Good Looks Like?

June 16th, 2015|0 Comments

Consider the following questions:

On what basis – or standards – are you evaluating the ability of your advisors to execute?
How have you communicated that to your advisors?
On what are you holding them accountable? Just sales […]

  • Senior couple meets with a friendly financial adviser.

Three Key Questions For Breakout Success

May 22nd, 2015|0 Comments

Greene Consulting had the privilege to partner with a large bank executive to help transform his division from a near-death spiral to a best-in-class sales and service organization. This engagement included a focus on the […]

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Are You Ready for Alternative Investments?

April 27th, 2015|0 Comments

One of the most significant trends in the investment industry today is a wave of new alternative products being launched in mutual fund wrappers. This has opened a vast, new marketplace for these hedge fund-like […]