Cygnet Institute has achieved ISO 9001 Quality Management Systems certification (QMS) from NSF International Strategic Registrations (NSF-ISR) for the design and provision of financial skills education. The standard, built on principles like strong customer focus and continual improvement, demonstrates Cygnet's commitment to delivering consistent, quality products and services.
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.
Who We Serve
Our process for helping people achieve a state of Financial Wellness began in the 1980s. That was a time when most financial institutions discovered the power of using financial planning as a tool for selling insurance and investments.
Our approach was to take the “sales angle” out of the equation and build an educational, consumer-directed process to deliver a high quality level of planning and attention to detail to help all individuals regardless of how much money they made, how much they had in savings or their personal circumstances. Along the way we recognized that the prominent financial issues (retirement, investing, estate planning, insurance) were relevant to all people.
We serve the following groups:
By pursuing economies of scale, we were able to modify our one-on-one, experiential planning process for use as a workshop to a group (10 to 30 planning units). By further applying the concept of mass customization, we have been able to successfully deliver customized workshops to thousands of employees of various organizations since 1989.
Our non-elitist, transparent approach today is called the Fiduciary Standard of Care.
Help Expand Financial Literacy
We're a non-profit with a mission dedicated to helping to teach people how to make good financial decisions. Your donation will help us expand our FREE financial literacy education programs to more public libraries in Michigan.
Testimonials