Module 1 Getting a Quick Start
Unit 1 Meet and Greet Assigned Professional & Team
Unit 2 Complete Regulatory, Practice & Human Resource Issues
Unit 3 Get Situated and Comfortable With Technology
Unit 4 Weekly Journal
Unit 5 Submit Training Feedback Report
Module 2 Familiarize Your Self With Operations
Unit 1 Client Service Activities
Unit 2 Operations Activities
Unit 3 Weekly Journal 2
Unit 4 Submit Training Feedback Report Week 2
Module 3 Learning By Observing
Unit 1 Observe and Take Notes in Client Meetings
Unit 2 Observe Service Aspects
Unit 3 Develop an Interest Rate & Market Opinion
Unit 4 Weekly Journal 3
Unit 5 Submit Training Feedback Report Week 3
Module 4 Learning Investment Products
Unit 1 Learning the Investment Products & Why They Are Used When
Unit 2 Review Your Goals
Unit 3 Weekly Journal 4
Unit 4 Submit Training Feedback Report Week 4
Module 5 Financial Planning Tools
Unit 1 Where and How Are Tools Accessed?
Unit 2 Prepare A Financial Plan On Your Self
Unit 3 Weekly Journal 5
Unit 4 Submit Training Feedback Report Week 5
Module 6 Financial Planning Tools (2)
Unit 1 Discover the Retirement Planning Tools
Unit 2 Prepare a Retirement Plan on Your Self
Unit 3 Weekly Journal 6
Unit 4 Submit Training Feedback Report Week 6
Module 7 Self Discoveries
Unit 1 What One Item Would You Like To Accomplish?
Unit 2 Weekly Journal 7
Unit 3 Submit Training Feedback Report Week 7
Module 8 Learn By Observing (2)
Unit 1 Participate in a Client Meeting
Unit 2 Inter-Personal Skills Assessment
Unit 3 Weekly Journal 8
Unit 4 Submit Training Feedback Report Week 8
Module 9 Client Service
Unit 1 Observe How Clients Are Serviced
Unit 2 What Are The Different Client Experiences
Unit 3 Weekly Journal 9
Unit 4 Submit Training Feedback Report Week 9
Module 10 Financial Planning Tools (3)
Unit 1 Discover the Educational Funding Tools
Unit 2 Prepare an Educational Funding Plan on Your Self
Unit 3 Weekly Journal 10
Unit 4 Submit Training Feedback Report Week 10
Module 11 A Week Of Reflection
Unit 1 Complete all Assigned Projects To Date
Unit 2 Weekly Journal 11
Unit 3 Submit Training Feedback Report Week 11
Module 12 Review Timeline Of All Projects
Unit 1 What One Area Would You Like A Better Understanding?
Unit 2 Weekly Journal 12
Unit 3 Submit Training Feedback Report Week 12
Module 13 A Time For Reflection
Unit 1 Final Conference Call With Advisors Ahead
Unit 2 Finalize All Projects
Unit 3 Thank All Professionals and Prepare To Depart
Unit 4 Submit Training Feedback Report Week 13
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