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. The Opportunity will allow Companies, Regional Management and Management of large groups (over 40) to purchase an unlimited number of courses to use with their advisors. Additionally, leaders of smaller groups (20 or less) can purchase trainings in bulk or on a subscription basis on their own with no commitment and get unlimited access to the course at one low monthly price.
FINANCIAL ADVISOR TRAINING
BULK COURSE PURCHASE
We offer bulk course purchase for groups of 5 or more. Advisors can access the training at their convenience via desktop or mobile. This is a great way to provide training for a specified group of advisors at any given period of time. Our online training provides a seamless “plug and play” marketing curriculum for your team.
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). Either way, your advisors can easily access our online training. This option allows a firm or office to access our video content for an unlimited number of advisors.