Master Class Exam Form

Master Class Exam Registration

Please complete registration before proceeding to payment.

First NameLast NameDesignation(s)CFP® NumberSelect an OptionDate of BirthWhat city and country are you based in?Job TitleProfessional Specialties

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?

Contact Information

Work Email AddressPhoneWhat is your preferred contact method?LinkedIn URL

Firm Information

Firm NameFirm WebsiteAddressAbout Your FirmIdeal ClientsApproximately, 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.

Professional Experience

Current position start date:Company TypeIf "Other", please describe company type.Please provide a short description of your firm's professional services

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