--- title: Investment Training in a Box description: To differentiate your group from others, it is important to demonstrate your training program to candidates. LIMRA tells us that today’s candidates, especially millennials and female recruits, are heavily swayed by the ongoing training and educational programs that organizations offer, as well as the technology by which they will deliver it. They see education as the pathway to growth and new opportunities. image: https://hello.fsednet.com/hubfs/AdobeStock_243163607.jpeg --- [![FSEDNet](https://info.hoopis.com/hubfs/FSEDNet_June2018_v2/Images/logo-sized1.png) ](https://hello.fsednet.com) - Who We Are - [![Schedule Demo](https://no-cache.hubspot.com/cta/default/4570472/162dd7e4-98c0-4297-85d6-465bc5e71a26.png)](https://cta-redirect.hubspot.com/cta/redirect/4570472/162dd7e4-98c0-4297-85d6-465bc5e71a26) - [Sign Us Up](https://hello.fsednet.com/sign-us-up) CLOSE X # Investment Training in a Box # Investment Training in a Box Posted by [Richard "Dick" Cleary](https://info.hoopis.com/blog/author/richard-dick-cleary) on Dec 2, 2019 1:27:49 PM - [Tweet](https://twitter.com/share) ![AdobeStock_243163607](https://hello.fsednet.com/hubfs/AdobeStock_243163607.jpeg) We all know that one of the most exciting days for newly registered representatives is the day they pass their securities exams. Almost like clockwork, as soon as they arrive back in the office to announce that they have passed, they’ll quickly ask the question, “So what do you want me to do next?” **Learning About Products and Services Isn’t Enough** Although every organization is different and unique, most firms, whether large or small, do not have a solid response to this question. The most typical response is to direct the new rep to meet a wholesaler. Of course, the job of wholesalers is to educate new reps on their specific products. They educate them on their features, benefits, riders, varying costs and expenses, competitiveness and who would be a perfect fit for their products. Learning the products and services is a critical step, but it does not instill the confidence, or the competence reps need to begin to meet with potential investors. Sure, the newly registered reps learned enough to pass their tests, but they lack the insights and knowledge of how all of those concepts, techniques, formulas and products actually work — and how to explain them to a potential investor. Even those who are fortunate enough to be working with a mentor or senior advisor rarely will find that they have enough time or desire to sit down with new reps and teach them all the foundational information and details they need. **A Standardized and Engaging Training Curriculum Is the Key** In today’s world, we all have so much more to do, with so much less. Ideally, everyone would like to have a systematized process to build on the basic knowledge the new reps acquired to pass their securities exam, but who has the time to do it? I think we all would agree that it is essential to have a standardized yet engaging training curriculum to help reps understand the products, concepts, strategies and formulas of investing. But it is more than just having another class or session to attend. New reps need and want a dynamic resource that reinforces what they have learned and quickly and easily gives them insights, answers and quick coaching moments to guide them when engaging with today’s consumers. Today’s consumers want to be educated, not sold. A training platform needs to be dynamic, engaging and flexible, and it must be delivered in bite-sized yet comprehensive pieces because time is always a major consideration. The training must be easy-to-use, easy-to-understand and accessible on demand, anytime and anywhere. **"Give me six hours to chop down a tree, and I will spend the first four sharpening the axe."        **            ****            ****            ****            ****            ****     **-Abraham Lincoln ** Topics: [Agent / Advisor Training](https://info.hoopis.com/blog/tag/agent-advisor-training), [eLearning](https://info.hoopis.com/blog/tag/elearning), [Training and Development](https://info.hoopis.com/blog/tag/training-and-development), [Insurance](https://info.hoopis.com/blog/tag/insurance) [![New call-to-action](https://no-cache.hubspot.com/cta/default/4570472/da330556-e3c6-4496-8661-f44c87dd051d.png)](https://cta-redirect.hubspot.com/cta/redirect/4570472/da330556-e3c6-4496-8661-f44c87dd051d) ### Subscribe Here! ### Recent Post ### Tags - [Insurance (46)](https://info.hoopis.com/blog/tag/insurance) - [Training and Development (46)](https://info.hoopis.com/blog/tag/training-and-development) - [Agent / Advisor Training (45)](https://info.hoopis.com/blog/tag/agent-advisor-training) - [eLearning (44)](https://info.hoopis.com/blog/tag/elearning) - [Management Development (8)](https://info.hoopis.com/blog/tag/management-development) - [Employee Training (3)](https://info.hoopis.com/blog/tag/employee-training) - [Social Security (1)](https://info.hoopis.com/blog/tag/social-security) - [retirement (1)](https://info.hoopis.com/blog/tag/retirement) [See all](https://info.hoopis.com/blog/investment-training-in-a-box#) ![AppAddWebsite](https://info.hoopis.com/hs-fs/hubfs/Hello%20FSEdNet.com/AppAddWebsite.png?width=1920&height=1080&name=AppAddWebsite.png) ### Anywhere learning, limitless possibilities Learning can happen anywhere, whether on the computer or on the go, with our mobile app for anytime learning. Now even the busiest individuals can find time to fit learning into their schedule, whether in the car, at the gym or while enjoying a cup of coffee. Learn More ![AppAddWebsite](https://info.hoopis.com/hs-fs/hubfs/Hello%20FSEdNet.com/AppAddWebsite.png?width=1920&height=1080&name=AppAddWebsite.png) ### Anywhere learning, limitless possibilities Learning can happen anywhere, whether on the computer or on the go, with our mobile app for anytime learning. Now even the busiest individuals can find time to fit learning into their schedule, whether in the car, at the gym or while enjoying a cup of coffee. Learn More CLOSE X # What People Are Saying “FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”      **J. Christopher Noonan, CLU, ChFC Regional President & Divisional Executive VP, Equitable-Advisors LLC** "FSEdNet's delivery process and information will help your advisors become more confident in front of clients." ###### Garry Kinder, CLU, ChFC, CSA, Kinder Brothers International “NAIFA is excited to partner with FSEdNet to create the NAIFA Learning Center. We value the breadth and depth of educational content relevant for all practice specialties and the ease of access on multiple devices to the online video content. Core to NAIFA’s mission is delivery of critical training and professional support to our members—this program is a key component in meeting that objective.” ###### Kevin M. Mayeux, CAE, CEO, NAIFA "The best I have ever seen. Clear, concise and relevant - a platform that really makes a difference." ###### Paul E. Vignone, JD, LLM, CLU, ChFC, VP of Advanced Markets, Empire Wealth Strategies, Penn Mutual Life "FSEdNet is a comprehensive online resource that is filled with practical and actionable content. It provides its user with the fundamentals, as well as advanced learnings, for a successful financial services career." ###### C. Richard Weylman, CEO & CDO, The Weylman Center for Excellence in Practice Management "FSEdNet will engage your new advisors and staff in a new innovative way. Associates will absorb the basics and master the fundamentals through this connected learning platform." ###### Bonnie L. Godsman - CEO, GAMA International" "LIMRA research has found that young advisors integrate technology into all aspects of their practice. FSEdNet provides basic "blocking and tackle" training in an innovative and contemporary way, which resonates with today's financial professionals. Not just for agents and advisors, it's an invaluable part of my onboarding of new LIMRA research professionals - FSEdNet really delivers." ###### – Patrick Leary, LIMRA Corporate Vice President - Research #### "It's Time To Turn Potential Into Reality" "The Financial Services Educational Network, from the genius of Dick Cleary, is something this industry has needed for a long time. It is for many advisors, the missing piece. FSEdNet provides the educational background needed, in a myriad of topics, to give advisors the confidence to engage in meaningful financial discussions." **Harry P. Hoopis, CEO, Hoopis Performance Network, Hall of Fame** “FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”      **Mark Rooney, CFP, ChFC, CLU Equitable-Advisors, LLC, Hall of Fame Recipient** “FSEdNet has allowed us to focus on what we do best: find, recruit, select and train the future of our industry.  It provides excellent education, so our leadership team can do what they do best and that is joint work with our newest advisors.  I would strongly encourage any firm to embrace this as it will impact productivity.” **Ed Deutschlander, CLU, CLF, CEO, North Star Resource Group** "Bring back the basic training our agents need is the passion and commitment that Dick has made to the industry. As a long-standing professional in our business, he is well positioned to deliver the right product at the right time. FSEdNet is a perfect solution to the training needs of today." ###### **– Jim Kerley, Chief Membership Officer, LIMRA and LOMA** "I have been in the industry many years. FSEdNet is one of the most comprehensive educational tools to help new reps get off to a successful start and for developing reps to build and grow their business in years 2, 3, 4 and after. The ability to have this information at your fingertips, anytime, anywhere, on any device, 24/7 is truly a must-have for today's financial professional.” **Fred Walker, VP of Professional Development, Transamerica Agency Network** “At the Great Basin Agency of American National, we use FSEdNet faithfully. We find the product they have, and the support of Dick Cleary and his team is amazing, this is one of the best training tools we have or have ever had. The sales training and education are for agents and staff at all levels of their careers." **Ken Gallacher, CLU, ChFC, FSS, LUTCF, LACP and Thresa (Terry) Cochran, CLU, ChFC, CLF, FSS, LACP - General Agent, American National** "A revolutionary strategy to help train and develop your producers, regardless of experience. To make an impact, it must be simple to understand and use, and that is exactly what FSEdNet does. This turn-key educational platform will add true value to your value proposition, and will separate you from the competition." **Dan LaBert, CEO, NAILBA - National Association of Independent Life Brokerage Agencies.** "Opening Up the library of videos offered on FSEdNet for our agents provides an immediate resource that supports the new agent experience after initial training and adds to that knowledge base in all areas. Not only do the new agents benefit, but veteran agents can add to or be reminded of information that helps them focus on improving results." **Mike Catania, Ph.D., Director of Learning Management Field Development, Bankers Life and Casualty Company** “Having been in the industry over 30 years, I can honestly say that FSEdNet is a game changer for improving retention, growing rep productivity and developing a highly trained sales force.  I was exposed to Dick Cleary and FSEdNet in another life prior to being with AAA Life and I was very pleased to have the opportunity to introduce an entirely new field force to this awesome tool!  We have used it as the foundation to build our training program.  I would highly recommend FSEdNet to anyone!” - **Allen Jackson LUTCF, FSCP, Vice president of Agent Distribution, AAA Life Insurance Company** “FSEdNet has been the game changer we needed for our General Agents. It is the perfect tool they needed to make their training programs A+.” **Todd Scott, Manager Practice Management & Development, AMERITAS** “We needed to completely update our agent and management development and training platforms. FSEdNet was a perfect fit that did not take additional resources to write, develop and implement the changes we needed. We now incorporate the management training program of FSLEdNet into our weekly development calls with all our entire field leadership team and incorporated FSEdNet into our new agent training program” - **Damian Salvi, Senior Vice President ****and Chief Distribution Officer, The Baltimore Life Companies** "Just a quick comment of appreciation for your FSEdNet. We have been so pleased and impressed with your training program. It has helped our advisors at all different levels in many different areas of your curriculum. It is concise, effective, and easy to use. And you and your team have been incredibly responsive whenever we have a question or a thought."  **James Meehan, Managing Partner at 1847Financial, Penn Mutual** "FSEdNet has provided us with the foundation we needed to strengthen our Field Force training programs.  The courses have provided us with the basics that would have taken us a very long time to develop on our own. The structure of the videos and worksheets helps to improve retention and develop a skilled workforce. I would highly recommend FSEdNet!" ***Beth Jones, Director of Field Force Training Development, First Command Financial Services.*** ![FSEdNet](https://info.hoopis.com/hs-fs/hubfs/FSEDNet_June2018_v2/Images/cleary-pic.png?width=500&name=cleary-pic.png "FSEdNet") - Download Our App - [![New call-to-action](https://no-cache.hubspot.com/cta/default/4570472/1454e9fc-640c-4dd3-9678-a66d16a7b477.png)](https://cta-redirect.hubspot.com/cta/redirect/4570472/1454e9fc-640c-4dd3-9678-a66d16a7b477) - [![New call-to-action](https://no-cache.hubspot.com/cta/default/4570472/3006a79f-73fd-497e-867a-f7e34856bca5.png)](https://cta-redirect.hubspot.com/cta/redirect/4570472/3006a79f-73fd-497e-867a-f7e34856bca5) Copyright © 2021 All Rights Reserved FINANCIAL SERVICES EDUCATIONAL NETWORK, LLC.