iA Financial Training schedule 2022

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Welcome back to another exciting year of learning as we continue to work hard to earn the right to your business.

We are sincerely grateful for our partnership, friendship and record breaking growth this past year - Thank You.

We look forward to offering our virtual daily training starting as per the schedule below.

iA Financial - Big enough to matter...Small enough to care!

Click to register for AM Sessions

Click to register for PM Sessions

Click here to register for French Training

Mondays - 10:30 to 11:30 AM

Thursdays - 10:30 to 11:30 AM

Fridays - 10:30 to 11:30 AM

NEW!

1st Wednesday of every month at 7:00 PM (English)

4th Wednesday of every month at 7:00 PM (French)

Click to register for AM Sessions

Click to Register for PM Sessions

Tuesdays - 10:30 to 11:30 AM

NEW!

2nd Wednesday of every month at 7:00 PM

Click here to register for AM Sessions

Click to Register for PM Sessions

Wednesdays - 10:30 to 11:30 AM

NEW!

3rd Wednesday of every month at 7:00 PM

NEW!

FastStart your career with WFG and iA as your Platinum Partner of choice for new advisors or seasoned advisors needing a refresher on the following technical live demo topics:

RESP Application @ 7 PM EST

Living Benefits FastStart @ 7 PM EST

Live Demo Topics:

Please join us in a live demo session on how to do an RESP application with iA

Live Demo Topics:

Overview of Living Benefits Products such as: Critical Illness, CancerGuard and all Disability Insurance Products

Software training on the Assure and Go Platform

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New Agent Onboarding - Part 1 @ 7 PM EST

New Agent Onboarding- Part 2 @ 7 PM EST

Live Demo Topics:

Introduction to IA - Why Do business with us

iAQuickstart tools - New Advisor registration

Navigating Interface Suite (illustrations)

Web Showcase -social media posts

Live Demo Topics:

EVO electronic application

Advisor Centre

Forms and Brochures

Underwriting new business

Contract delivery

Click Here to Register