Become A Certified Financial
Literacy Instructor™ CFLI™
At Your Local Community College

Boomers have been investing for years but they want to know how to do it better. You could show them how. But first, you need to build credibility. What better way to build credibility than through education? By becoming the instructor, you become the expert providing information they didn't know in a formal learning environment. Now, that's credibility! WallStreet University has developed a unique training program for Agents and Advisors to become Certified Financial Literacy Instructors in your local Community College.

There is a Silver Tsunami of 80 million Boomers coming over the next 20 years.

• Boomers are 45-65 years old. The previous Seniors are 65-85 years old.
• Boomers control 77% of the personal assets in the U.S.
• 34% of Boomers have household incomes over $100,000.
• They have half the discretionary spending in the U.S. -$750 billion

Boomers are different so you must be too:

• Boomers have been investing for years. They are skeptical of brand names.
• They are experienced, sophisticated, and confident.
• They comprise about 50% of all those in professional and managerial occupations and more than 50% of those with a college degree or more.
• They don’t want to know how to invest, they want to know how to invest better!
• They use the internet primarily for research so Boomers will check you out.
• They choose you. You don’t choose them.
• You need to establish credibility to become a member of their advisory team.

You must think about Boomers differently than traditional Seniors.
You must show them that you can bring product and strategy expertise to the team.  You need to show them you are certified to instruct!

What is a Certified Financial Literacy Instructor™?

A CFLI™ is an Advisor that has certified ethical behavior, has certified subject matter expertise, has certified live workshop presentation experience, and has certified communication skills with Boomers.

What are the requirements for a CFLI™ Certification?

1. Complete background check through an Independent Third Party.
2. Complete two Live Workshops on the same WSU topic, with feedback based on:
• Evaluation by workshop attendees
• Evaluation by Coach
3. Complete an on-line WSU course on the topic.
• Pass WSU Subject Matter Test

What is the process for a CFLI™ Certification?

Why WSU content for CFLI™  workshops for Boomers?

• It’s from renowned independent sources like Lipper, S&P and Insurance Information Institute. Boomers are independent. They want unbiased information and they’re experienced enough to know the difference.
• WSU Workshop content is product independent.
• WSU Workshops are the only workshops that can use the Lipper, S&P and Insurance Information Institute names to bring you the kind of credibility Boomers demand.
• It’s engaging through interactivity because it’s in Flash not PowerPoint.
• It works for all levels of investors because of its unique learning design not available in PowerPoint.
• It’s the ONLY content that’s up to Boomer standards.
• This is not your Grandmother’s PowerPoint!    

Your production will increase faster because you’ve now got real credibility with Boomers!