Cygnet Institute has been designated by CEFEX, the Centre for Fiduciary Excellence as a nonprofit Investment Support Services (ISS) provider for plan sponsors and plan participants to educate adults in economic matters, advance their financial literacy and enhance their ability to make good financial decisions in self-directed retirement plans and non-retirement accounts. For more information click the seal or go to www.CEFEX.org.
About Cygnet Institute
Cygnet Institute of Personal Financial Literacy is a nonprofit educational organization built on principles researched, developed and field tested by Cygnet Financial Planning, Inc., a pioneer in the development of financial planning systems and services since 1982.
Cygnet Institute’s goal is to provide the highest quality, lowest cost Financial Wellness programs available … with no hidden agenda. Cygnet Institute and its programs are NOT a marketing front for the sale of financial services or products. Cygnet Institute’s charter prohibits accepting or referring any program participants as clients, for any purpose.
The Cygnet Philosophy
At Cygnet, we believe that everyone needs highly personalized financial planning. Our courses focus on helping individuals become more financially literate so they can build their own plan. Combining modern technology, online learning and classroom methods, participants receive the best possible plan (one that they understand and control) at the lowest possible cost.
Testimonials