Master Class Exam Registration
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Date of Birth
What city and country are you based in?
Example: Inbound/Outbound Planning, Business Owner Planning, Global Investment Management, International Real Estate, Life Planning, Financial Transition Management
Which countries do you have clients in presently?
How long have you been working with clients in this country or these countries? Please describe your experience.
How many clients do you have in said country/countries?
Which countries are you interested in learning more about?
Work Email Address
What is your preferred contact method?
About Your Firm
Approximately, how many advisors work at your firm?
Approximately, how many clients does your firm serve?
Outside of the U.S., what are the major countries your firm serves?
Please list the custodians your firm uses.
Current position start date:
Accounting / Tax Firm
Broker / Dealer
Registered Investment Advisor (RIA)
If "Other", please describe company type.
Please provide a short description of your firm's professional services
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