Services
THE INSTITUTE is committed to providing you the services you need for your industry and specific company – not a pre-packaged program. THE INSTITUTE will work with you to identify the best mix of services to meet the needs of your employees.THE INSTITUTE provides educational and training services, which include the following formats and options:
- On-site and on-campus course offerings
- Credit and non-credit course offerings
- Flexible time delivery (i.e. classes offered any time of the day or evening)
- Accelerated programs, self-paced
- Training and meeting facilities
- Computer labs
- Third party billing
- On-site and on-campus testing and assessment services
- Outsourcing
THE INSTITUTE offers classes in Financial Planning on a continuous basis to the general public. Our commitment to quality, flexibility and customer service is paramount in all that we do.



