Planners

Leaders

Quick Start

1

Get rolling with quick wins within your first month.

Here’s where you get to know the business, our products, how to manage our digital assets and more.

Accelerate

2

Master our sales process and tools so you can hit top speed.

Activities Management is what it’s all about. Master the skills that will drive you forward.

Rev-Up

3

Fuel growth by the end of your first year.

This course focuses on Investments and Estate Planning. And you’ll gain further skills on staging sales and recruitment events.

Target: More than two years tenure.

Rev-Match

4

Progress to specialist level.

Are you for corporate or high net worth clients? We match you to the best position.

Target: Above two years and hitting certain productivity and recruitment parameters.

OTHER TRAINING

Develop planners who can either cater to a certain niche or target addressing a specific risk. Obtain industry certifications.

Target: Above two years and hitting certain productivity and recruitment parameters.

Quick Start

1

Changing gears towards leadership

Building the right team takes the right leader who makes the right decisions. Start your business with a team, whether you’re into insurance or not.

Accelerate

2

A powerful set of tools to shift you into high gear

We believe in constantly moving people to higher ground, so we have developed powerful tools to help you make convincing business pitches, master effective communications, and execute plans with confidence.

Rev-Up

3

Pushing productivity with the right smarts

We’ve seen how behavior and habits can boost performance. Here you get to imbibe the skills and be the model for your team to follow.

Grand Prix

4

Sustaining momentum with quick pit stops

Continued learning is essential for a successful business. You gain so much with capsulized courses, video-aided learning developed by Hoopis University. Our regular sharing by fellow leaders is one of our best learning methods.

OTHER TRAINING

We help leaders like you grow specialist roles for niche targets that address specific customer risks. Here you receive industry certifications.

Target: Above two years and hitting certain productivity and recruitment parameters.

Be an FWD Financial Advisor

Join Us