PLAN CONFIDENCE UNIVERSITY

Plan Confidence University is our online “training” and “education” for independent advisers. We have over 2.5 hours of video for you to self-study and learn more.

We have it all broken down for you in four sections:

  • Compliance and Operations

  • How To (use our software)

  • Client Info (covering your clients perspective of our software)

  • Sales and Marketing

Step #1 - Download & Print the Study Guide

Step #2 - Watch the videos and learn how to be a 401k advice Rockstar!

Step #3 - Pass the final exam and get $50 off your monthly subscription*

*Available for Agreements dated after 11/1/2021CLICK HERE

 
 
 

Click on any of the tracks below to begin:

Compliance/Operations

 

How To

 

Client Info

 

Marketing & Sales