JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Gallery
Rookies
Rookie: Getting Started
PRUOne Tutorial
More
Share
Explore
Rookie: Getting Started
Trainings and Activities
Month 0 Trainings and Activities
Career Previews/BYB
ROP 1 (Part 1 and Part 2)
Debriefing
AGAPE
(Annual Goals and Action Plans toward Excellence)
Fill-out your own AGAPE in preparation for 1 on 1 with UM and Recruiter.
Excel File here:
Everything You Need
Prospect 150
Learn more about prospecting and fill-out your
Prospect 150
here:
Prospecting Techniques
Insurance Commission Exam
Click here for
Exam Materials
1 on 1 with Unit Manager
Must have accomplished
AGAPE
Prospect 150
Book your 1 on 1 with UM Ace
HERE
Revalida
Learn more about the presentations in
Everything You Need
After the Revalida, Facilitator will fill-out the
Evaluation Form
Rookie Champ
Joint Field Work (JFW) / Joint Online Work Assistance (JOWA)
Note:
Evaluation form
shall filled-out by AUM/UM
Book your JFW with UM Ace
HERE
First 30 Days
Primary 1 & 2
Other Trainings
Required Trainings to Qualify for National Achievers’ Club
ROP 2 (Part 1 and Part 2)
Product Recharge (PR)
Fundamentals of Unit Linked (FUL)
Go to PRUExpert:
https://prulifeuk.litmos.com.au/account/login?ReturnUrl=%2fhome
Wednesday Night Huddles
Your First Year as Financial Advisor Audio Book
Listen to this Audio
Suggested Youtube Channels for self-initiated learning
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.