FSEdNet is divided into four separate and distinct disciplines, each having its own purpose and agenda.
Cornerstones of Financial Services – focuses on the habits and skills that a new associate must understand, then develop and finally put into action in order to be successful in building and keeping relationships with clients and potential prospects.
Foundations of Financial Services – provides the conceptual understanding and foundational knowledge of products, services, programs and governmental systems that today’s consumers have, wants, needs or faces. This fundamental overview builds confidence in the associate’s own ability and removes their fear to ask questions, build understanding, recognize opportunities as well as challenges and establish a relevant and meaningful relationship with both clients and prospects. Better fact finding skills will be just one of the results from this discipline.
Fundamentals of Financial Services – provides the groundwork of understanding of three key marketplaces within the financial services industry: Estate Related Planning Strategies, working with Business Owners and Retirement Challenges and Opportunities. In addition, a conceptual understanding of the different generational buying consumer of financial services product by age, life experiences, communication preferences and buying styles and patterns.
Basics of Investing – provides the groundwork of understanding for newly licensed securities representatives. Focusing in on the fundamental concepts, programs, and products to supplement your firms and broker-dealer’s training in the art of investing and investment products.