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UNBIASED RETIREMENT SUSTAINABILITY LONGEVITY AGE™

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NEWS: 
Certification developed to train professionals:
URSLA Reviewer and Educator Training program sponsored by the ICFE
 
Prestigous financial literacy leaders see need to enhance professional education and status by offering consumer education based on URSLA base number. 
 
        • The role of URSLA™ in the “New Normal”

        • Why URSLA™ is to the investment industry what the FICO is to the Credit Industry

 

        • Why URSLA provides a major stepping stone to living and building a wealth strong life – helping individuals learn to have money serve them vs. controlling them.

 

What is the ICFE?  

The Institute of Consumer Financial Education  was the continuing vision of Loren Dunton (1918-1997), founding father of the financial planning profession. The Institute of Consumer Financial Education (ICFE) was on the drawing board when Loren established the CFP® designation and the College for Financial Planning. It became a dream realized in 1982.

Paul Richard, a 27 year veteran of financial education leadership and is a nationally recognized personal finance authority, is Executive Director of the ICFE, which continues as the nonprofit educational organization.

Paul is joined part time by Yan Ross who has been instrumental in bringing an URSLA training program to professionals.

Yan is Director of Special Projects for the Institute of Consumer Financial Education [www.icfe.info].

The history of the ICFE demonstrates their dedication to financial literacy and programs to heighten financial awareness for individuals and professionals alike.  Click here to learn more Learn more about ICFE history

 

NEWS: 

 

Certified Financial Coach training adds CURE program to curriculum.  Certified Financial Coach Board of Governors determines an understanding of this one URSLA number is essential to both CFC-I® and CFC-R® licensees.