Advisory 101 Level 1 - Get Started with the Foundation Certificate - 3 Courses

Advisory 101 Level 1 - Get Started with the Foundation Certificate - 3 Courses

  • $495.00


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

    • The power of a whole of client advisory approach

    • Creating balance between advisory and compliance

    • Onboarding clients and business development for fee growth


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