Month 0 Trainings and Activities

Career Previews/BYB

ROP 1 (Part 1 and Part 2)

Debriefing

AGAPE (Annual Goals and Action Plans toward Excellence)

Excel File here:

Everything You Need

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Prospect 150

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

Prospecting Techniques

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Insurance Commission Exam

1 on 1 with Unit Manager

Book your 1 on 1 with UM Ace

HERE

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Revalida

Learn more about the presentations in

Everything You Need

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Rookie Champ

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

Book your JFW with UM Ace

HERE

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First 30 Days

Primary 1 & 2

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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)

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Go to PRUExpert:

https://prulifeuk.litmos.com.au/account/login?ReturnUrl=%2fhome

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Wednesday Night Huddles

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Your First Year as Financial Advisor Audio Book

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Suggested Youtube Channels for self-initiated learning