Financial Advisor Professional Development Program

Transitioning Graduates to Licensed Advisors

Our Professional Development Program is a comprehensive and rigorous 28 week program that takes recent college graduates and transitions them into fully licensed financial advisors.

The program guides candidates through various aspects within FR Investment Group and the tools offered to assist them once they are fully licensed.

Each department has created a segment with what they believe to be critical tools for our future advisors at FR Investment Group.

Please see below to learn more about each segment.

Business Coaching

Our business coaching segment focuses on your personal growth and development as an advisor. With our private internal business coach you will have the guidance and encouragement to start and develop your business plan.

Business Development

Business Development segment will focus on your development as a business person as well as your development in your career. We will focus on topics such as networking, business etiquette, and marketing.

Financial Advising Skills

Through the Financial Advising Sills segment you will learn various components of financial advising and what we expect of our financial advisors. We will guide you through topics such as the ethics of financial advising, the various investment vehicles, financial markets, prospecting, gaining clients, and servicing those clients.

Insurance Development and Resources

Through the Insurance Development and Resources segment you will be guided through the different insurance tools advisors at our firm can use to better service clients. You will learn the basics about life insurance, health insurance, long term care, medicare, disability insurance, insurance quoting and servicing.

If you would like more information about this program or would like to apply please contact admin@frinvestmentgroup.com or click the links below to apply through Handshake or LinkedIn.

Handshake