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Turnkey Financial Education Systems

FMT's financial education systems are turnkey and provide investment advisors with everything they need in order to conduct a high-quality educational classroom experience. The materials in each system include PowerPoint presentations, attendee workbooks, instructor training guides, course marketing materials and online training guides. 
wealth-creation-today-workbook
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​Designed for investment advisors
with clients aged 35-50 (mid-career) 


​Five-hour course divided into two sessions
​held on weekday evenings or Saturdays  
See Course Topics
retirement-planning-today-workbook
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Designed for investment advisors
with clients 
aged 50-65 ​(pre-retirement) ​

​
Six-hour course divided into two sessions
​held on weekday evenings or Saturdays
See Course Topics
rejuvenate-your-retirement-workbook
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Designed for investment advisors
​with clients 
aged 65-75 ​(post-retirement) ​
​

Four-hour course divided into two sessions
​held on weekday mornings or afternoons
See Course Topics
Our technology-based marketing and RSVP system will also allow you to manage classroom attendees in advance and after the course. Marketing and course materials are reviewed by FINRA and compliance-approved by broker/dealers and RIA compliance departments.  ​
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  • About
  • Advisors
  • Programs
  • Contact