continuing education classes

“I have been in the business for 22 years and this was the best presentation I have ever seen.”
— Mike Morton, Financial Consultant, Cleveland OH

For years, our president Jeff McTague heard the moans and groans about the lack of content and delivery for most of the continuing education classes you have ever attended. That is why since 1997 Jeff has been delivering his Mutual Fund Report Card System as an approved CE course.  Thousands of Financial Advisors across America have witnessed this business altering presentation.

The classes qualify for firm element, insurance, CFP and CPA credit.

If you would like to schedule Jeff to provide one of his enlightening and entertaining presentations, please contact us at (434) 953-8608 or

“After thousands of meetings over many years, the session with Jeff McTague was one of the two or three that directly altered my production.  It is a must-see for any broker."  — William E. Smith, Branch Manager, Torrance CA

“Your class was the best session I have attended in my 15 years in the business.  I only wish I could have attended your class sooner!” — Ty Hensley Investment Advisor, FNIC, Charlotte NC

“Yours was the VERY BEST seminar I'd attended since entering this business in 1996!   I meant it then, and I still mean it now.—  James F. Mohar, Managing Director, Cary  NC
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“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
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