Course curriculum

    1. A message from your instructor

    2. How to use course videos

    1. Licensing vs AMA first

    2. CA Pre-licensing 52 hour Online Class via XCEL Solutions Testing

    3. CA License Exam - How to Schedule your State Exam via PSI

    4. Fingerprinting - DOI Licensing Pre-requisite

    5. Submission of DOI Lic. App -Sircon.com

    6. Congrats on Passing your Exam!

    7. CALIFORNIA Only - WFG Direct to MyWFG.com

    1. Chapter 2 Instructor Message

    2. Post License Release -Final CEs

    3. WFG Onboarding & CEs - AML Certification

    4. Post Certification - Must Do's

    5. Washington State - LTC Cert Requirement - State Specific

    6. Direct Deposit - WFG Onboarding

    7. WFG Onboarding - E&O Set Up

    8. WFG Onboarding - Platform Benefits & Fee

    9. WFG Onboarding - Transamerica Appointment

    10. Before Chapter 3 - Wrap Up

    11. WFG Onboarding - Transamerica Appointment

    1. Virtual Office Pros

    2. HARDWARE Recommendations

    3. ZOOM Software

    4. Virtual Background- Upload

    5. CALENDLY SET UP

    6. SLYDIAL

    7. LOOM Short Sharable Videos

    8. Chapter 3 Gmail vs Professional Emails

    1. 1X TO MAKE A 1ST IMPRESSION!!!

    2. Social Media

    3. Client Testimonies

    4. Final Message - Course 1

About this course

  • Free
  • 32 lessons
  • 2 hours of video content

Discover your potential, starting today

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