Home - Home

Links - Links to related websites

Testimonials - Recommendations

Schedule - Any upcoming events

Calculators - Assortment of financial calculators

Contact - How you can reach us

Response Form - Complete for more information on programs

Site Map - You are here

The Institute

    History - FEI History

    Management - Nicholas L. Gregory

    Mission - Our Mission Statement

    Our Process - The Financial Engineering Process

Niche Marketing Programs

    The Boomer LifeStage Coach - Cultivate TopTier Boomers

    The Charitable Capital Coach - Planned Giving Redefined - The Third Form of Capital

    The Engineered Investing Coach - Replacing Emotions With Reason, Knowledge and Foresight

    The Financial Engineering Coach - Cultivate The Affluent Business Owners

Advisors Board - Advisory Board Members

Advisor Blueprint - Better serve your clients while increasing sales, AUM, premiums, commissions & fees

Partner Blueprint - Recruit and retain TopTier Advisors

The ChFE Program

    Benefits - Program benefits

    Curriculum - Program outline

    Registration - Registration form

    Eligibility Requirements - Program requirements

    Code of Ethics - Preamble and Standards

    Testimonials - Testimonials from Chartered Financial Engineers

    Continuing Education - We qualify for 20 hrs. of Insurance Continuing Education

    ChFE Tuition - Tuition rates

Institute Membership - Brand, position and differentiate yourself as a "financial solutions provider"

Advanced Strategies

Newsletters & Articles

    Newsletter 1 - Quarterly Newsletter

    Newsletter 2 - Quarterly Newsletter

    Post Mortem Estate Planning - Help clients avoid it while generating new insurance and annuity sales

    Proper Compensation Design - Efficient methods of compensating business owners and employees

    Managing Business Risk - You have everything to loose

    Advanced Strategies - Rise to a Higher Level of Value Added and Profitability

    The Power of Gift Annuities - Gift annuities create opportunities for your senior clients

    The Evolution of Charitable Capital - A new frontier for financial advisors

PowerTool Calculator - Click to access

Schedule

    C.E. Programs - Any upcoming C.E. Program dates

    Conferences - Any upcoming conferences and dates

Response Form - A form in which you select what programs you would like more information on