Advisory 101 Level 1 - Get Started with the Foundation Certificate - 3 Courses
Foundation Certificate - Modules 1, 2 and 3
This is the first stage of the Advisory 101 training program and where to get started.
After successfully completing Level 1, the Advisor will understand better and articulate the essence of advisory services to their colleagues and clients. This knowledge will enable them to enhance their delivery of advisory services.
Understanding advisory services is essential in creating a whole-of-client approach.
Major Subjects Covered
Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.
3 hours CPE. Price $495