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INFORMATION:

  • 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: 

    • VALUE PROPOSITION
    • DISCOVERY DIALOGUE (ACTIVE LISTENING, IMPACT QUESTIONS)
    • HANDLING OBJECTIONS
    • ATTRACTING REFERRALS
    • UNDERSTANDING SOCIAL STYLES
    • SALES CONCEPTS
    • MEMBERS' OTHER NEEDS 
    • CASE STUDIES    
  • 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


ACCESSING THE CSDP PORTAL:

 kXg > Education > Programs & Courses > Credential Sales Training > Credential Sales Development Program 

 

REGISTERING FOR THE CSDP:

You can register for the course by either:

Selecting “Academy” link in the process above

OR

kXg > Education > My Learning > Academy

AND

Catalogue > Credential Sales Training > Credential Sales Development Program > Enroll > Courses > Enroll In Preferred Session


Once you have registered for this program, please send an email to Marcia Armour & Ryan McDonald –marcia.armour@thrivewealth.ca & ryan.mcdonald@thrivewealth.ca.

 

 

 **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.**