Diefendorf Delivers '3 Dimensional Wealth' Practitioner Certification (C3DWP®) through On-Demand Learning Program

Share Article

Firm selects leading technologies from Brainshark to deliver online learning curriculum for financial advisors.

Veteran financial consultant, Monroe “Roey” Diefendorf, Jr., MI, CLU, ChFC, CFP, RFC, CIMA, C3DWP®, founder of 3 Dimensional Wealth International, today announced the availability of its online educational curriculum focused on adding a new level of psychological counseling to traditional financial education programs. 3 Dimensional Wealth has selected Brainshark Rapid Learning™ to create and deliver on-demand education, and enable Financial Advisors worldwide to take courses at their own convenience and schedule.

Diefendorf, in conjunction with psychological counselor and family therapist, Dr. Mark Carver, M.Div., Th.M, M.Re, C.S.C. PhD, created a series of advanced courses for financial advisors. The curriculum is comprised of a “core course,” seven Series 200 level courses titled, “Counseling Through Life’s Transitions” and seven Series 300 courses titled, “Practice Enhancements.” Successful completion of a total of seven courses will lead to the attainment of the professional designation of “Certified 3 Dimensional Wealth Practitioner” -- C3DPW®. In addition, continuing education credits are available for CFP and RFC designees. By utilizing the Internet and the state-of-the-art technology of Brainshark, “total” wealth management can now be advanced globally.

“With Brainshark we’re able to deliver advanced education to financial advisors around the world,” said Roey Diefendorf, founder of 3 Dimensional Wealth. “It’s provided us with a streamlined process for delivering our curriculum and providing a valuable experience for learners.”

Using Brainshark’s Rapid Learning application, 3 Dimensional Wealth is able to provide an engaging on-demand experience for participants -- enabling learners to hear directly from presenting experts, reinforce what they’ve learned through quizzes and exercises, submit their own questions to presenters for clarification. Through a personal learning locker, participants can view their progress through the curriculum, and access their courses and certificates of completion.

More information about the 3 Dimensional Wealth Designation can be found at:


About Diefendorf Capital

Four generations of industry innovators since 1875, Diefendorf Capital Planning Associates is now the premier “total” wealth management firm in the country. With over $200 million of assets under management and $500 million of life insurance in force, that is only part of their mission. They seek to lead responsible adults from lives of success into lives of significance by capturing, enhancing, protecting and perpetuating their “3 Dimensional Wealth” -- personal, financial and social wealth.

About Brainshark

Brainshark, Inc. is the leading provider of on-demand rich-media solutions that enable companies, government, and individuals to communicate critical knowledge quickly and consistently. Our patented technologies and suite of offerings empower people to create, manage, and share on-demand presentations that combine voice, visuals, and documents for high-impact viewing anytime, anywhere. Providing secure, enterprise-class applications for today’s global organizations as well as cost-effective, flexible solutions for the small businessperson, Brainshark is the solution of choice for any organization focused on increasing revenue and reducing costs through faster and more effective communications.

For more information, visit http://www.brainshark.com.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Demetri Doumas
Visit website