You pay $197. Includes $197 ticket to sell to client (so it will cost you zero).

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Retirement 2.0 Adviser Tools

The cost you pay is $197, which includes 1 x My Game Plan ticket ($197 sale value) for a client. After you sell this ticket to a client, your cost becomes ZERO.

You also gain 4.5 hours CPD hours (accredited by AIOFP). 

The self lead learning program teaches financial advisers and accountants how to use Retirement 2.0 tools with existing and new clients. After signing up, you get:

  • Step by step program
  • Downloadable workbook (pdf)
  • 6 learning movies

The lesson subjects are: 

  • Lesson 1 - Retirement 2.0 Introduction
  • Lesson 2 - Retirement 2.0 Tools
  • Lesson 3 - Build your own Game Plan
  • Lesson 4 - Sign up clients to My Game Plan
  • Lesson 5 - Debriefing My Game Plan with clients
  • Lesson 6 - Retirement 2.0 marketing tools 

And you will also get:

  • Access to complete My Game  program yourself 
  • 1 individual use coupon for My Game Plan which you can sell to a client, valued at $197 

  • Retirement 2.0 Adviser Tools is accredited by Association of Independently Owned Finance Professionals (AIOFP) for 4.5 hours Continuing Professional Development. Code AFPCP24A21011. CPD category - Client Care and Practice. Competency - Specialist Knowledge. You'll be emailed a certificate on completion of the program.