Special Group Training

Policies and Protocols

This new policy will apply to both in-state and out-of-state training requests.

$3600.00 for first 30 agents/brokers and $120.00 for each additional Agent/CFP; this fee will be adjusted by an additional seven dollars per person requesting CFP Continuing Education credits (CEs).
The requesting organization will be responsible for the meeting space, refreshments and equipment.
NYS Partnership will be responsible for all trainer travel and lodging fees.
Advance registration is required; the requesting organization will be required to submit a complete registration form for each agent, along with any additional payments due, 10 days prior to the training date.

The fees will be nonrefundable, and in order to successfully complete this certification, Agents/Brokers and/or CFP must:

Prior to attending the classroom training; complete the Partnership E-Learning self-study course module.
Pass an examination based on the E-learning module given prior to the start of the classroom training.
Attend a four (4) hour Classroom Training.
Acceptance of training requests will be at the sole discretion of the Partnership office.
View how to arrange for a special group training.

The NYS Partnership will continue to hold regularly scheduled trainings and reserves the right to cancel and reschedule all trainings.