The ACP Difference

Training & Tools

  • The acclaimed ACP Success Program™ teaches you how to start, manage, and grow a financial planning practice.
  • The ACP Toolkit provides a suite of proprietary financial planning tools, including a fee calculator.
  • Group Instruction, an intensive multi-day training conference lead by successful ACP advisors, completes the training experience and grounds participants in the ACP methodology.

Community

  • Access the ACP brain trust via ACP’s online community, ACPConnect, to gain insight, advice, and answers to your clients' most confounding questions.
  • Receive individualized guidance from your ACP member mentor.
  • Browse the members-only library and discover a treasure trove of templates, tools, webinars, articles, client handouts, and more.

Partnerships

  • Obtain discounts on key partnerships, ranging from technology to compliance to marketing.
  • Advanced approval for TD Ameritrade and Dimensional Funds.
More on Partnerships

Practice Management & Marketing

  • Employ ACP’s practice management strategies to create efficiency and growth within your practice.
  • Apply the ACP philosophy to demonstrate transparency to your clients.
  • Use the ACP marketing manual and resources to expand your business.

Continuing Education & Annual Conference

  • Earn continuing education credits when you attend webinars delivered by national experts and peers.
  • Attend the dynamic ACP annual conference on a discounted basis, learning from national experts and building relationships with peer ACP advisors who are building practices using a similar philosophy & approach.

Find an Advisor

  • Obtain a listing on Find an Advisor site designed to generate leads from prospective clients looking for fee-only advisors in your specialty and location.
  • Connects prospective clients directly to your website!


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