Advancing Your Future
Live and recorded webinars to help you absorb the concepts.
If you are in the Northern California area, there are live instruction classes to cover the materials needed to pass your exam.
Reading material with definitions,, concepts, and terms to know.
Study sample exam questions that are similar in degree of difficulty as your actual exam.
Email access to the instructor to answer your questions and give you a better understanding of the concepts to pass.
Sample charts to assist you in differentiating the different products and concepts.
Experience and knowledge.
Getting started in the financial services industry is not an easy thing to do. You are learning information in an industry that you are not familiar with. And then you will need to pass a few exams to start your career. We are here to assist you in learning the materials, understanding the concepts, and passing your exams to begin your career in this great industry.
Assisting people to pass their financial services exams for 25 years. I keep things simple and easy to absorb. Within a short period you will be able to understand the concepts needed to pass your exams.
When I started in the financial industry arena, there was a lack of training to succeed. I wanted to provide knowledge to help people get started in the industry with the right information to help them succeed.