Board Calendar
 
   
 

LUTCF Class starting October 1st

FA 200 Techniques for Prospecting: Prospect or Perish
This class teaches advisors industry proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical, and operational business planning processes are presented in detail along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.

Class moderator: Debra Webb, (209) 545-7344

Class location and time: We will be alternating the class location between Modesto and Stockton using the State Farm Agency Field Offices. Our first class will start October 1 at the Modesto location, 1700 Standiford Ave #215, Modesto. Our second class, October 8, will be at the Stockton location, 9 South El Dorado St, Stockton and we will rotate each week until completion of the class. The last class will be on November 19th and the exam will be on December 3. Class will be held from 1:00 - 3:30 pm.

Where do I go sign up/register for the class?
Register through The American College:
Online: Create your user account and register for your course here.
Phone: Call the American College Student Services Counselors at 888.263.7265 (Monday-Friday 8:00 am - 6:00 pm, Eastern)

For information on the LUTCF and FSS designations visit:
http://naifa.org/benefits/education/professional.cfm

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