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All About Money®
- Virtual financial planning 9-session program
- Comprehensive financial plans
- Extensive overall financial education
- Investment education for ERISA 404(c) purposes
- Courseware licensing (SCORM-compliant)
The All About Money® service is brought to you by All About Money LLC, which is an investment advisory firm registered with the Securities & Exchange Commission (SEC). We are not affiliated with any financial institutions, and do not sell financial products or money management services. Our guidance is completely unbiased. As a company, we provide fee-only financial planning advice and distribute educational courseware developed by The Planning Effect® LLC.
The Planning Effect® LLC is an ePublishing company and courseware development firm that converts the works of various authors into interactive online courseware and supporting self-help toolkits. Courses are available for the general public as well as advisors. When an author’s educational content is targeted toward advisors rather than the general public, The Planning Effect LLC can also submit the courses to industry regulators for continuing education credit approval, and then administer the service on an ongoing basis.
Whether at the office, at home or on the road, 24 hours a day, 7 days a week, you can enjoy the freedom on learning on demand through interactive, self-paced programs.
Optional print material can supplement each session including job aids and a series of scenario-based practical exercises. The practical exercises are designed to help advisors obtain direct experience in dealing with clients of different ages, occupations and financial planning needs. The objective is to help them transact business as they progress through the 11-session course.
Fortune 500 financial institutions headquartered in the U.S. have licensed this innovative courseware for use either as a new-hire training program or internal certification program authorizing staff advisors to deliver and/or charge fees for financial planning services.
The Planning Effect® LLC also distributes a product called Planning Matters®. This self-paced interactive training program teaches financial advisors how to sell comprehensive planning services, how to guide clients through the planning process, and how to successfully implement financial plans. The focus of this systematic course is on the "art" of delivering financial planning services rather than the nuts and bolts of creating financial plans.
About Us
10612-D Providence Rd.
Suite 325
Charlotte, NC 28277-0233
Suite 325
Charlotte, NC 28277-0233