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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The Real Reason People Mistrust Financial Advisors

March 9th, 2016|0 Comments

By: Lisa Earle McLeod Lisa Earle McLeod is a leading authority on sales leadership and the author of four provocative books including the bestseller, Selling with Noble Purpose. Companies like Apple, Kimberly-Clark and Pfizer hire [...]

New February Start Date for the Instructor-Led CFP® Certification Education Online Program

February 22nd, 2016|0 Comments

Greene Consulting, a leading financial services education and consulting firm, and the University of Georgia's Terry College of Business, one of the top business schools in the country, announces a new start date for the [...]

Drop the Value Prop

February 18th, 2016|0 Comments

By David Greene If you have been in a client-facing role in any industry for more than a year, you likely have been trained to develop your “value proposition”. Some call it the “elevator message”, [...]

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 [...]