Join our Club where networking works

The CPCP accreditation is your entry into an exclusive club of private client practitioners. 

Here, networking works. You will meet like-minded professionals who you can add to your target network. You can listen to the podcasts of our award-winning professionals on our popular ‘How To Keep Your Money’ series published on Apple iTunes and Spotify and the recorded case studies on our private members platform. If you want to connect with them, swipe right and start a conversation,  invite them to listen to your podcast or case study recordings.

Networking with our members works because each member knows the work and interests of our other members through their podcasts and case study recordings. The networking works because the CPCP program teaches you how to sidestep the innate fear of the influence of strangers so you can get right down to business straight away. 

Our CPCP program is packed with tips and tricks based on techniques developed by psychologists to give you the edge over your competitors, win the trust of your clients, and set and smash your goals. 

It gives you questionnaires designed to build good habits and maintain them. It helps you maintain the high standards expected of a CPCP member by asking to re-do the questionnaires each year to objectively observe progress.

The program comprises six modules, which you can download as a PDF or listen to as an audio file. If you prefer you can join others (minimum of 6) for a face to face training session while networking with your target network, or with colleagues.

Our weekly CPCP members newsletter introduces you to other professionals for further education who you can add to your network if you think they have your ideal clients as their clients to refer to you when appropriate.

At the end of the training program and on completion of all the exercises, you will be accredited with a CPCP certificate which you can renew annually. This is your badge of excellence. It signals to your clients and network that you care for your clients and are keen and willing to grow your practice and smash your goals. 

Who is the program for? There is something here for everyone. Juniors need to learn and maintain good habits and build an effective network. Seniors need to know what the juniors are doing and to observe their progress with our objective questionnaire and business plan renewed annually.