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.
Services
Reality-Based Educational Process
Experiential Learning is the Pathway to Behavior Changes
As a nonprofit organization that’s also free of any conflicts of interest, we are uniquely positioned to bring to the community unbiased and technically valid information to teach people the skills needed to make good economic decisions.
Our programs succeed because of the following features:
Cygnet Institute uses a copyrighted modular process to deliver experiential seminars and workshops regarding the
many areas that require people to make financial decisions. These programs are organized into three categories.
Rollovers, Mortgage Acceleration, Social Security, 401k, etc.
to personal financial management
Our programs continue to succeed because our instructors are subject matter experts who are paid for their time
and expertise — not volunteers. This gives Cygnet Institute absolute control over the material and presentation. It is a unique quality-control approach which assures that participants will receive what they expect.
Here are some of the requirements we impose on presenters – by contract:
Deliver our material in the manner we specify
Click here to see details of the available programs
Testimonials