HOW IT WORKS
For Communities and Counties Only
Program Partnership Enrollment For Communities and Counties
Please complete and send the form below.
Enroll an individual community or an entire county. After your enrollment is received, we'll contact you to answer any questions you have and send your partner program materials to for
your upcoming event.
Contact NxStep at
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Credentialing organizations award credentials to the advisor alone and not to any organization or firm that may employ the advisor.
NxStep Advisors are credentialed as:
Certified Valuation Analyst (CVA)
Certified Exit Planning Advisor (CEPA)
Finance Professional (EDFP)
Certified or Master Business Planning Advisor (CBPA or MBPA)