SFP University

About Strategic Financial Partners University

Strategic Financial Partners University is our delivery mechanism for the continuing education of stakeholders that are key to the long-term viability and success of our organization. The financial marketplace is ever-changing. Strategic Financial Partners is committed to providing expert advice, services and the foundation of knowledge that is essential to the financial industry. SFP University is our firm’s education initiative for our advisors as well as the communities we serve. 








Continuing Education

Affiliated professionals are offered continuing education through Strategic Financial Partners University. We are firmly committed to addressing the needs of CPAs and attorneys. We deliver quality Continuing Professional Education (CPE) for CPAs and affiliated tax and finance professionals and Continuing Legal Education (CLE) for attorneys.

Our certified and accredited instructors regularly hold seminars on relevant industry topics tailored specifically for attorneys and CPAs. Subject matter includes:

  • Estate Planning*
  • Retirement
  • Ethics
  • Legislation
  • Executive Benefits
  • Business Continuation

Advisor Education

New Advisor Training

  • Market Development
  • Practice Development
  • Financial Planning Process
  • Mentoring
  • Case Studies

Professional Standards


  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)
  • Chartered Life Underwriter (CLU)
  • Accredited Investment Fiduciary (AIF)

Industry Associations 

  • Financial Planning Association (FPA)
  • Million Dollar Roundtable (MDRT)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association for Advanced Life Underwriting (AALU)

* Registered representatives do not provide tax and/or legal advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.