Turnkey Financial Education Systems
FMT's financial education systems are turnkey and provide investment advisors with everything they need in order to conduct a high-quality educational classroom experience. The materials in each system include PowerPoint presentations, attendee workbooks, instructor training guides, course marketing materials and online training guides.
Designed for investment advisors
with clients aged 35-50 (mid-career) Five-hour course divided into two sessions held on weekday evenings or Saturdays |
Designed for investment advisors
with clients aged 50-65 (pre-retirement) Six-hour course divided into two sessions held on weekday evenings or Saturdays |
Designed for investment advisors
with clients aged 65-75 (post-retirement) Four-hour course divided into two sessions held on weekday mornings or afternoons |
Our technology-based marketing and RSVP system will also allow you to manage classroom attendees in advance and after the course. Marketing and course materials are reviewed by FINRA and compliance-approved by broker/dealers and RIA compliance departments.