Course curriculum

  • 1

    FIT Appointment

    • Objective and Principles

    • Content
  • 2

    Fact Find (FF) Appointment

    • Objectives and Principles

    • FF Form (old version)

    • Introduction

    • Wealth Pyramid

    • Financial Goals

    • Risk Profiling

    • ALIE

    • Risk Management

    • Discovery Agreement

    • Referral

    • Concluding FF Appointment
  • 3

    FNA Appointment (closing appointment)

    • Setting the stage for the sales presentation

    • Objective and Principles of The Closing Interview

    • The Closing Interview
  • 4

    Training Videos for Partners' Systems

    • iFast Account Opening Video

    • iFast Create Buy/RSP Transaction