For Financial Professionals Only
Are you a CFP® or CFA® professional? You want your clients to view you as a trusted, confident authority on all aspects related to their financial well-being.
But has your formal training been more focused on running your business, rather than making you a top-tier investor?
Even during uncertain times, you need to exude a calm confidence to your clients when they have questions and concerns about the stock market.
We offer exclusive masterclasses and courses to help you elevate your authority and command of elite Wall Street investment principles.
WiseTraders is a CFP Board CE Sponsor, and upon successful completion of the short test after the class, you will be granted Continued Education (CE) credits by the CFP Board.
Our CFP Board Learning Solutions
The Master Keys of Trading
Take this 90-minute masterclass to increase your command of elite Wall Street investment principles.-
1.5 CE Credits
When you pass the short test after the masterclass, you will receive 1.5 CE credits from the CFP Board.
WiseTraders Stocks Summit
Join this event to master stocks through training, software and resources.-
12 CE Credits
Receive 12 CFP Board CE credits upon successfully completing the test after attending the event.
OptionEasy Bootcamp
Join this event to master options through training, software and resources.-
12.5 CE Credits
Receive 12.5 CFP Board CE credits upon successfully completing the test after attending the event.
“I’ll give you a higher level of confidence with your clients, increase your authority, and also take your investing success in the stock market to exciting new levels!”
Guy Cohen
Multiple Best-selling Author and Adviser to Professional Money Managers
The Master Keys of Trading
Demonstrate Authority And Receive CFP Board CE Credits
Learn our unique approach to enhance your investing strategy and elevate your authority on the markets with your clients.
- A 90-minute Masterclass hosted by Guy Cohen
- Tailored to you as a financial professional
- Priced at $197
- Receive 1.5 CFP Board Continued Education (CE) Credits
- Includes a set of WiseTraders digital cheat sheets
As a Financial Professional, NOW is the time to boost your knowledge of stocks!
Guy Cohen created this exclusive Masterclass for you to learn the three keys of investing:
Market timing
Gauge market direction
Stock selection
Identify higher-probability setups
Trading plan
Control your risk
These three keys will transform your understanding of the market, giving you the calm authority your clients can trust. And to dramatically increase your confidence.
Register for the 'Master Keys of Trading' Masterclass today and earn 1.5 CE credits, granted by the CFP Board upon successful completion of a short test after the class.
You'll also receive a set of our carefully curated, digital cheat sheets, which includes a trading routine and journal, to help you apply this knowledge in your daily investing activities.
Your 1.5 CFP Board CE credits await!
