On-site Training

Technology Training
During this two-day classroom training, you will get an overview of VISION2020, VISION2020 Advisor, OneView and NetExchange Pro. These user-friendly, intuitive systems work together to create one of the most robust technology platforms in our industry today. The Technology Training class introduces you to this integrated online platform and provides the practical, hands-on training you need to help you streamline and simplify daily tasks.

New Branch Orientation
Our commitment to ongoing education and training begins soon after you’ve joined our team. To support and assist you with a smooth transition, New Branch Orientation (NBO) is designed to address the needs of new branches. This comprehensive two-day orientation is conducted at the home office and features OSJ manager training and instruction on operational procedures, as well as technology training on VISION2020 and NetExchange Pro, to help make your transition experience a smooth one. In addition, NBO provides an opportunity for financial advisors and home office staff to meet and discuss pressing transition issues and foster relationships. NBOs are about providing you with the valuable tools and resources to help you succeed.

Business Administrative Traing
Business Administrative Training (BAT) is a two-and-a-half-day interactive course, during which you will learn more about the industry, as well as important processes that will help your office be more efficient and productive. Topics include: overview of the financial industry; creating new clients and new accounts through VISION2020; correct registration and account types; account transfer information; navigating account information through NetExchange Pro; setting up office files; and navigating the home office Web site.

Back to top