Ordering your Client Management and Gift Pack Software program
 
 
Fill out your professional license request here: 
Time stamp of this request *
Your email address *
Your FULL NAME *
Your phone number - if we cannot find you on the list of participants *
Continuing Education Credit applying for.... *
When do you plan to finalization Module D and do you plan to give use the free WHEN-Score to clients feature? *
Additional comments (optional)
 
 
The license you are requesting entitles you to a 30 day license for the CLIENT MANAGEMENT and GIFT PACK SYSTEM. 
 
This allows you to become help potential clients to get started through the use of URSLA.  
 
Using this software allows you to do three additional functions based on the added features built on the URSLA program.
 
1. You will have the ability to develop a code to allow people to receive a free WHEN-Score.
2. You will have the ability to see if the person signed up for the WHEN-Score
3. You will have the ability to view the person's signup information (not WHEN-Score input) but name, address, phone number and email and be able to call or contact the person to see if they need help.
 
In this module you will be requesting the WS-Q license (designed specifically for education professionals) WS-Q licensees are qualified to use the WHEN-Score program by taking specific coursework provided through contractual agreement with WEALTH STRONG or through training provided by organizations such as the FinLAB and Certified Financial Coach Services.
 
If you are a financial professional enrolled in or considering the CFC-Pro or CFC-R program, you may order the WS-QP license (restrictions apply)
 
Order your license using these directions
  1. Fill out the form to your right
  2. Fill out the remaining input cells.  If you are a financial professional, please place this information in the comment section and you will be contacted to discuss WS-QP use.
  3. Hit submit. 
  4. If you have interest in using the WHEN-Score after you have completed your training, contact the CFC-Registrar's office at 303-222-0087

 If you are taking the program for continuing education credit or on a module by module basis, you will have the choice to purchase a license at the end of the training.   You do not need to have a license to work with consumers who are able to purchase the WHEN-Score consumer version for as low as $4.95.