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

First three months
  • Small classes
  • Training allowance paid
  • Dedicated training centres
  • Dedicated training managers
  • Combination of facilitated, web-based and group discussion, as well as independent study
  • Life licence training program
  • Mutual fund training
  • Career orientation
  • Focus on processes, technology, products, administration, business planning, client focus, overview of all markets, orientation in region where you’ll be dedicated

Four to 12 months

  • Continued financial support
  • Compensation with bonus opportunities
  • Field management coaching and mentoring
  • Online learning
  • Applying knowledge
  • Joint field work
  • Competency testing/reviews
  • Developing your business
  • Ongoing development and training
  • Continued product knowledge

13 to 48 months
  • Online learning
  • Virtual information sharing group
  • Specialized training events
  • Move towards earnings and financial independence
  • In-depth market information
  • Business management
  • Market development

Ongoing
  • Regional-based product support
  • Field management coaching/mentoring
  • Expand your business

The information on this website is intended for residents of Ontario only.

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© 2010, Paul T. Craievich