Services for Wholesalers of Mutual Fund, Annuity, ETF, and Alternative asset management firms


The bulk course option is a great way for Regional or National sales teams to increase brand loyalty with your clients.  We offer bulk course purchases (min 5) to deliver to their clients.  Financial Advisors can easily access the training at their convenience on any platform. This online course is designed for:

  • New advisors just getting started in the business.
  • Advisors with 3-5 years of experience looking to grow their business
  • Seasoned advisor with over 20 yrs experience looking for a refresher.

Using the bulk course option with financial advisors

By providing the course, a Regional VP can deepen relationships and increase their number of meetings with financial advisors.  Offering this type of unique added value, a wholesaler will differentiate themselves from others in the territory.  

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