Start your entrepreneurship journey here. Do complete the modules here within a few days
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Private Course
Financial Cert Sponsorship
Everything you need to pass the Financial Certifications.
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Master the Basics of Financial Planning
A free resource for clients and aspiring advisors, to learn about the various pillars of personal finance.
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Private Course
Advisory Fundamentals: Set the Stages for Success
By now, you should have completed at least one exam. This section focuses on the core principles of advisory work, giving you the essential knowledge and skills to excel in this field.
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Private Course
9 Hour Investing Course
Learn the basics of investing with this 3 day course of around 9 hours.
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Unlock in 21 days
馃 Growth and Relationships
Enhance effectiveness by developing a resilience and productivity personal mindset.
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Unlock in 30 days
馃彟 Investment and Wealth Building
Discover investment strategies and wealth building tactics to grow financial assets.
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Unlock in 45 days
馃搱 Strategy and Offer Development
Develop business offers for maximum scalability and competitive advantage.
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Unlock in 60 days
馃専 Marketing, Branding, and Leads
Build powerful brands and execute marketing campaigns to engage and retain customers.
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Unlock in 75 days
馃 Sales and Customer Acquisition
Learn advanced sales techniques and customer acquisition strategies for growth.
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Unlock in 30 days
Passed 1 Exam - Important Book Summaries
Dive into a world of wisdom with our course designed to extract the most valuable lessons from top books.
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Private Course
Passed 1st Exam - Soft Skills Part 1 (NEPQ 2.0)
Training you to learn the technique and art of sales
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Private Course
Passed 2nd Exam - FINTERNSHIP ONLINE
Online Training Modules
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Private Course
Passed 2nd Exam - Appointment Setting Course
To help you to make more calls, follow up effectively, ask for referrals, and nurture your leads.
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Private Course
Passed 3rd Exams: Soft Skills 2.0
How to sell better through persuasion and sales techniques
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Private Course
Passed 3rd Exam - Appointment Flow
Just a general overview of how I open sales to fact find and know what they want to buy
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Private Course
Passed 3rd Exam - Product Knowledge
Overview of Product Features that you must know before you learn how to sell
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Private Course
Passed 3rd Exam - Product Sales
Overview of Various Financial Products
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Private Course
Passed 3rd Exam- Real Appointment Recordings
Actual Sales Calls
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Private Course
Passed 4 Exams GoalsMapper Trainings
Important tool to learn for more advanced financial planning and to magnify problems