How To qualify for Free Licencing

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About Course

Unlock the skills, strategies, and confidence to build a thriving financial advisory practice with Certified Pro – your all-in-one video training platform. Designed for aspiring advisors, this self-paced program combines bite-sized video lessons, real-world case studies, and actionable tools to teach you exactly how to succeed in the competitive finance industry.

What You’ll Learn:

🎯 Build Your Business: From structuring fees to scaling your practice, learn the systems top advisors use to attract clients and grow assets under management (AUM).
🎯 Close Clients Confidently: Role-play sales scripts, objection handling, and compliance-approved conversations through immersive video scenarios.
🎯 Navigate Compliance & Ethics: Avoid costly mistakes with step-by-step breakdowns of regulatory requirements and real-world examples.
🎯 Leverage Cutting-Edge Tools: Master industry software (eMoney, Riskalyze, CRM platforms) with hands-on video tutorials.

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What Will You Learn?

  • Unlock the skills, strategies, and confidence to build a thriving financial advisory practice with Certified Pro – your all-in-one video training platform. Designed for aspiring advisors, this self-paced program combines bite-sized video lessons, real-world case studies, and actionable tools to teach you exactly how to succeed in the competitive finance industry.

Course Content

How do you get your licenses?

  • What is the name of the provincial licensees?

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