Skip to content
Rookie: Getting Started

icon picker
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:

Prospect 150

Learn more about prospecting and fill-out your Prospect 150 here:

Insurance Commission Exam

Click here for

1 on 1 with Unit Manager

Must have accomplished
info

Book your 1 on 1 with UM Ace

Revalida

Learn more about the presentations in
After the Revalida, Facilitator will fill-out the

Rookie Champ

1on1 with UM Ace [Autosaved]_Page44.jpg

Joint Field Work (JFW) / Joint Online Work Assistance (JOWA)

Note: shall filled-out by AUM/UM
info

Book your JFW with UM Ace

First 30 Days

Primary 1 & 2

1on1 with UM Ace [Autosaved]_Page43.jpg


Other Trainings

info
Required Trainings to Qualify for National Achievers’ Club
ROP 2 (Part 1 and Part 2)
Product Recharge (PR)
Fundamentals of Unit Linked (FUL)
image.png

Wednesday Night Huddles

image.png

Your First Year as Financial Advisor Audio Book

image.png
image.png

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 (
CtrlP
) instead.