Managing Financial Advisors Course

This course provides the background, skills, and techniques necessary to manage and develop financial advisors. It shows participants how to manage the process and the daily activities that enable financial advisors to be successful — helping them to become client-centered, build a marketing plan, and utilize fact-finding skills. Compliance and basic financial planning skills are some key elements of this course.

Available in English

Other classroom offerings

• Activity Management Course
• Agency Management Training Course (AMTC)
• District Management Seminar
• Field Management Seminar
• Management Skills Seminar
• Profitable Management Workshop
• Recruiting and Selection in the 21st Century
• Regional Officers School
• Strategic Foundations Course
• Unit Managers Training Course

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