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A tidal wave of Boomers is heading your way!

Discover the latest thinking, advice and demographic research on the Boomer market and how to position yourself for success.

Certified Financial Literacy Instructor (CFLI™) Certification for Community College Instruction

Character and Economic Standards

The Board of Academic Review has determined specific character and economic standards for candidates necessary for certification. An individual's previous conduct must not negatively reflect on the CFLI™ certification. Unacceptable conduct that will always bar an individual from certification:

Revocation or suspension of a financial professional (registered securities representative, insurance, registered investment advisor) license, unless the revocation is administrative (not paying the renewal fees).
Two or more personal or business bankruptcies.
A Felony conviction.

Conduct is presumed to be unacceptable and may bar certification at the sole discretion of the Board of Academic Review:

Client complaints.
Arbitrations and other civil proceedings.
Misdemeanor convictions.
Employer reviews and terminations.

Decisions regarding petitions for reconsideration are final.

Verification of Data

Your disciplinary history, employment record and qualifications will be verified through an independent third-party firm. The length of the review process varies on the circumstances, and may take up to several weeks. You are authorized to use the CFLI™ marks during this review process only if you are renewing your certification.

Each time you renew your certification, you must submit to an additional background check.

Call Steve Sipe at 888-458-0123 for personal service

You Get Personal Coaching from PowerBroker Coaching

One of the most experienced Broker Coaches in the country.

Over 4,000 hours of financial seminar presentation experience!

Get a full hour of professional coaching on the phone to:

Guide you through the physical setup
Prepare you for your presentation
Help you set and close appointments

Coach:
Lynette LaRue

Vice President - Seminar Coaching

Earn Your CFLI™

WallStreet University offers a Certification program for Financial Professionals who wish to be qualified to lead Financial Literacy Workshops at their local Community College.

The Certified Financial Literacy Instructor program validates your qualification to lead educational Workshops for clients and prospects in a Community College setting. For more information,

or call Steve Sipe at (888) 458-0123

Marketing Literature

Make copy easy to read with lots of white space, bold headlines and subheads. ............................ Keep it simple. Stick to basic, common fonts and use them consistently. ............................. Use serif typefaces, which are easier to read because the serifs help the eyes differentiate between characters and facilitate the flow between letters and words. .................................. Source: Selling to Seniors’ Guide to Senior Marketing, Vermont’s Evergreen Direct mature market consultancy

Telephone : (949) 646-0123/ FAX : (949) 646-0173, E-mail: stevesipe@wallstreetuniversity.org

Address : 485 E. 17th St., Suite 300, Costa Mesa, CA 92627