Home Page Certification Process Course Highlights Code of Ethics Income Sample Frequency Asked Questions
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Imageyears of professional development, proprietary techniques, ideas and methods are incorporated in this course and the accompanying textbooks. Our certification courses are presented in an easy to understand, and straightforward format.

 This is not a difficult process to master! However it does require your commitment and attention to details. Our students have found our certification process to be exciting, informative and full of powerful ideas to build a very profitable and prestigious advance planning practice.

Just a few of the many topics contained in the course curriculum are:



  • Ethics and Superior Client Service

  • How to Identify and Acquire Quality Clients

  • Corporate Structures and Models

  • Personal and Estate Models

  • Complex Client Models

  • How to investigate Client Risk and Liabilities

  • How to publish the Client Report

  • Basic Tax Models

  • Professional Networking

  • Client Referrals

  • Proper Due Diligence

  • The Institute Client Referral Program

  • Identity Theft and Credit Repair Pitfalls
"This training taught us how to save over $50,000+ in corporate taxes this year alone!"
     ....R. O. Blackburn, Jr., CAPS®


Click on these links for detailed information concerning the courses that are offered in these semninars.



"I am a recent graduate of CAPS® ; 1.5 weeks to be exact. Out the door, this seminar has increased my earning base exponentially and has set me apart from my competition. It is remarkable!"
     ....K. L. Greene, President, Lending Group

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Contact us: The Strategic Institute of North America, LTD.
2710 Thomes Ave, Admissions #312
Cheyenne, WY     82001
Telephone: (307) 773-0400
admissions@strategicinstitute.com
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