Training
To ensure financial security advisors have the best chance to succeed, we make sure they get the best possible training and support. Before you work with clients, our training program will ensure you have the training you need to help others reach their goals and dreams with a solid financial security plan. You’ll be fully life licensed, registered to sell mutual funds, and have a good working knowledge of the way we do business – our tools, products and processes.
Here’s a look at our extensive approach to training:
When and what it is |
What it covers |
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First three months |
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Four to 12 months |
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13 to 48 months |
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Ongoing |
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