Sophisticated Training System

Fincentrum stresses high quality advisory services, which implies emphasis on thorough training of all Fincentrum partners. No one can be a qualified financial advisor without lifelong education. An uneducated advisor is a threat to the client; therefore, Fincentrum pays great attention to the professional training of its advisors and managers.

Training takes place in an integrated internal system and it is attended and guaranteed by a team of professional tutors. An advisory and managerial training series is the backbone of the training system.

 

SERIES OF TOPICS

 

IMG Advisor Basics: For new advisors and financial advisors in junior positions
Contents: Introduction to Fincentrum, internal information system, contacting clients, advisor series, securing income, assets and responsibility, future income generation, investment basics, acting as investment provider, home financing, money planning principles and executed contract processing.

 

IMG Advisor Development: For experienced financial advisors in junior positions
Contents: Expansion of existing knowledge and skills and development of advisor work principles.

 

IMG Sales Skills: For any advisor after 6 to 12 months of colaboration
Contents: Four two day training sessions to develop existing sales skills and intense hands-on practice of those skills.

 

IMG Manager Basics: For new managers who want to build, or improve, a working and productive team.
Contents: Hiring a financial advisor, advisor selection and adaptation, presentation skills, personal meetings, delivering ad hoc training, presiding over meetings and time management.

 

IMG Magul: for managers
Contents: Several weeks program for improving manager's work.


IMG Manager Development: For seasoned directors and managers
Contents: Hiring new managers, manager selection and adaptation, people management, coaching, motivation, influencing people and negotiation.

 

IMG Rescue Ranger: For experienced advisors
Contents: Special intense program that improves the quality of an advisor’s work in an eight stage advisor series.

 

IMG Employee Benefits: For advisors chosen to serve clients of the Employee Benefits Division
Contents: Employee benefit issues and satisfaction of special corporate customer needs.

 

IMG Country wide training concerned with financial institution products


IMG Choice of special internal and external workshops on business and professional issues