Course Description: The Credential Sales Development Program (CSDP) focuses on developing sales skills for advisors who have been in the business for 6-18 months and have already gained some sales experience. It is open to all platforms: CAM, CSI, CIS, & CFS. The program focuses on developing sales skills, and providing and articulating the value of advice.
Benefits: Through instruction and facilitated discussion, advisors will become more comfortable meeting with clients and will be able to demonstrate the value of the service they provide:
Audience: CAM, CSI, CIS and CFS advisors who have been in the business for 6 to 18 months and have already gained some sales experience
Format: Facilitated workshop, delivered regionally or by Virtual Classroom
Cost: $345 + applicable taxes, with a rebate program.
Free for new advisors enrolled in the New Advisor Training Program*
Rebate: All participants in the CSDP workshop may earn a rebate of the program fee or the CAM New Advisor Training Program fee by achieving $400,000 in new net sales within a set twelve-month period following the session. This represents an average of just over $33,333 net sales per month.
Requesting Rebates: Participants are responsible for tracking production and contacting the Education & Training Department to request the rebate when the threshold has been reached.
CE Credits: Under Review
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**If you are unsure of whether you may attend this training free of charge, please contact the Credential Partner and Client Care team at 1-855-714-3900 for confirmation.**