We open the Wealth Planning Partner Programme for Accountants once per year. Applications for this year’s Programme are now open & will close on Wednesday 6th July at 11.59pm.
Watch the video for the Partner Programme details: how it works, revenue shares, subscription fees, potential earnings etc.
(If you missed Masterclass 1 or 2 click here, enter your email address and we’ll send them to you)
About Wealth Planning:
- Wealth Planning is regulated by the Central Bank of Ireland.
- We are specialist advisers to business owners.
- We have built a team of Certified Financial Planners (CFP®), Qualified Financial Advisers, Specialist Investment Advisers and Retirement Planning Advisors in order to provide expert financial advice in all areas required by business owners.
- We have more than 10,000 clients and we currently work with a wide range of accountancy practices and their clients.
- We were shortlisted for the Broker of the Year two years running.
Places on this year’s Partner Programme are limited to 8 participating firms:
- To ensure we have sufficient resources to provide an efficient, professional, quality service to you and your clients, we are limiting this year’s intake on the Partner Programme to 8 participating firms.
- We expect demand for places to exceed supply.
- We will select a mix of both larger and smaller practices for this year’s programme.
The Wealth Planning Partner Programme will help you increase your practice revenues and help your clients have more robust, secure, tax efficient businesses.
Please watch the video at the top of this page for Partner Programme details: how the programme works, revenue shares, subscription fees, potential earnings etc.