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Turn Your Team Members into Operations Experts

Do you have new or inexperienced staff processing your applications and paperwork? Do you struggle to properly train your employees on the diverse aspects of the financial services industry?

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Time management tools

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Hands-on tech training

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Industry best practices

This training’s for you.

Our tiered online program allows your employees to learn about the financial services industry and the tools available through Advisors Excel. And they can do it all at their own pace.

Our comprehensive online course shows your staff how to execute tasks with ease and confidence. Your team will expand their industry knowledge and learn more about the Advisors Excel tools they can utilize to do their jobs more efficiently.

Empower your team to serve clients with excellence

Our self-paced online program lets your team fit the course into their schedule. The pre-assessment shows us if enrollees should start with the basics or skip directly to our advanced training.

Courses

Basic Training
  • Financial Industry 101 – Basic overview of the financial services industry
  • Tax Qualifications – Overview of qualification types associated with financial products
  • Group Discussion – Live web-based session for questions and clarification
Advanced Training
  • Annuity 101 – General overview of annuities and how they work
  • Life Insurance 101 – General overview of life insurance
  • Securities 101 – General overview of the different types of securities
  • Group Discussion – Live web-based session for questions and clarification
  • Post Assessment – Assessment to gauge knowledge gained from training
Special Operations Training – Wealth Management
  • Assets Under Management – Overview of AUM and the different sleeves and models
  • Funding Brokerage Accounts – Overview of brokerage accounts and how they can be funded
  • Group Discussion – Live web-based session for questions and clarification
Special Operations Training – Life Insurance
  • Medical Underwriting – Overview of medical requirements needed for life insurance
  • Financial Underwriting – Overview of the financial review process for life insurance
  • Group Discussion – Live web-based session for questions and clarification
Special Operations Training – Annuities
  • Annuity Suitability – Overview of general suitability guidelines and processes
  • Funding Annuities – Overview of the options for moving funds to an annuity
  • Group Discussion – Live web-based session for questions and clarification

Reduce turn times and improve productivity. Enroll your team in our Operations Bootcamp today.

All financial services offices are responsible for the use and implementation of the concepts and materials discussed and must be aware of all applicable compliance requirements. 1573366 For financial professional use only.