Trainee Associate Program
Convert your free time to a lifetime of success..
Purpose
- The means through which high caliber, well-motivated men and women can trade their free time for the knowledge, skill and experience required to become a qualified financial advisor and also eligible for the rich rewards available in this outstanding career of the future.
Your Commitment
- That you will set aside and prioritize ten hours per week of your free time for ninety days to six months to attend schools, workshops, study and participation in the financial program.
Our Commitment
- That we will provide the schools, workshops, on-line courses and personal instruction that will enable you to become a qualified financial planner.
Objective
- Within the six-month time frame you are able to qualify as a financial advisor with the ability and knowledge to operate effectively and have the realistic potential to earn a six-figure income and establish yourself in s long professional career.
Training
- You will be enrolled in the Money Concepts University Program and will initially start in our Financial Planning Sales and Marketing School. This is a modular program consisting of ten three-hour weekly sessions using a well thought out sequence of information for a fast learning curve. Basic to advanced training is provided while covering the science and art of financial planning. Sessions are scheduled to be convenient and compatible with your free time.
- On a monthly basis you will also attend a Product Marketing Workshop, which will take an in-depth look at a variety of products. Insight is also given on where the product is applicable and how it should be marketed. These are generally three-hour sessions. You will also attend a Money Concepts Procedure and Compliance Workshop, as well as work on-line covering all areas of compliance, such as how to do business with Money Concepts Capital Corp. and its Advisory Services, ensuring NASD and SEC regulatory compliance.
- As you progress through these basic courses and workshops, you will be guided into the on-line courses that are available to you. In particular, you will begin to prepare for securities exams...the NASD Series 6, the NASD Series 7, and the NASD Series 63.
- Throughout your three- to six-month Trainee Associate Program period, you will be under the supervision of a professional financial planner who will coach and mentor you. From time to time, you will have the opportunity to observe presentations, sit in on interviews, attend seminars, attend regional sales meetings. In short, you will have the opportunity to observe every aspect of the financial planning business.
As you can see, your commitment of ten hours per week will be fully utilized in every respect for the development of your professional knowledge and ability to become a financial planner.
Once fully licensed and qualified, a whole new world of opportunity opens up before you. As a Money Concepts Financial Advisor you will be independent with the freedom to set your own goals and flexibility to determine your own schedule, and yet you will be interdependent with our worldwide network of financial advisors, on-going support systems, training, technical assistance and marketing coach and mentor on an on-going basis. And most importantly, you will have a realistic opportunity to earn a six-figure income.