CLJ Advisory offers firms a way to enhance advisor training by offering new and relevant content for financial advisors using the COI Referral Training course. Companies can purchase engaging online course curriculum plus live training for their advisors.
Training for 500 or more advisors in your organization
Core includes: Unlimited online access to the COI Referral Training course. Our online course video content can be easily integrated into an already established training platform, company website, or accessed via link to connect to our Learning Management System (LMS).
In addition, you can add virtual implementation session(s) for your organization. Simply choose either 1 or 6 sessions and the # of people in your group.