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Training & Professional Development |
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Real-World, Practical Guidance – Targeted to the Audience
The retirement plans industry is a complex and knowledge-intensive specialization. There are market demands for innovative solutions and assistance to navigate the high level of complexity involved in tax-favored savings vehicles. Integrated Retirement’s training and professional development services are second-to-none in helping financial organizations achieve retirement plans mastery across all sales, marketing, service and support disciplines. The programs provide real world, practical guidance targeted to the audience:
- Financial advisers
- Compliance specialists
- Client service staff
- Operations managers
- Branch channels
- Retirement plan administrators
- Sales desk & sales support
The Knowledge Impact
Turn retirement plan expertise into selling opportunities for your distribution channel by delivering training that enhances your
wholesalers' and advisers’ knowledge of the retirement plans market place. Integrated Retirement’s training and professional development programs also teach advisers how to use ERISA knowledge to add value to their current client relationships.
Optimize your resources with Integrated Retirement’s training to create specialists, cross-train collaborating positions and motivate employees.
Deliver training in the most efficient and cost-effective manner that insures it:
- Is available when it is most convenient – live on-site presentations, live webinars and telephone seminars, recorded programs available 24/7, videos, on-line courses, applications for tablet and smartphone devices, etc.
- Satisfies continuing education requirements for certain industry designations and certificates, where appropriate
Tap into Integrated Retirement’s industry expertise to assist your organization with:
- Customized training and certification programs
- Wholesaler tools and adviser continuing education
- Quarterly updates
- Conferences and sales events
- Issue-specific courses
- Custom retirement plan curriculum
- Train-the-trainer programs
- Staff skills assessments and level-setting solutions
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