What to Expect in Your First 3 Years

Your Journey to Becoming a Successful Financial Professional

Classroom Getting Started

Getting Started

  • Obtain Life & Health licenses
  • Enroll in our learning curriculum
  • Prospect and meet potential clients
Classroom Foundation

Building a Strong Foundation

  • Master critical selling skills
  • Secure securities licenses
  • Expand market opportunities
Classroom Practice

Customizing Your Practice

  • Establish business management systems
  • Determine path to specialization
  • Earn professional designations