iA Financial Training schedule 2024

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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!

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Mondays - 10:30 to 11:30 AM

Thursdays - 10:30 to 11:30 AM

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Tuesdays - 10:30 to 11:30 AM

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Wednesdays - 10:30 to 11:30 AM

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

Assure and Go Training@ 7 PM EST

Live Demo Topics:

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

3rd Thursday of every month at 7:00 PM

Live Demo Topics:

Overview of Living Benefits Products

Software training on the Assure and Go Platform

4th Thursday of every month at 7:00 PM

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EVO Illustration and Application Training @ 7 PM EST

EVO E-Changes and the Advisor Centre @ 7 PM EST

Live Demo Topics:

Learn how to create an illustration and complete an application on EVO

1st Thursday of every month at 7:00 PM

Live Demo Topics:

Learn to use our E-change tool and the Advisor center.

2nd Thursday of every month at 7:00 PM

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