PlanMember University

From product solutions to advanced curriculum, PlanMember University delivers

PlanMember Securities is committed to the long-term success of our financial professionals. Comprehensive training through PlanMember University delivers a broad spectrum of courses, from initial orientation to advanced executive-level training.

PlanMember’s innovative Partnership for Success Program includes comprehensive training through PlanMember University for financial professionals.

Out of the gate and beyond the nuts and bolts of products and compliance, the initial orientation equips transitioning professionals to begin their new affiliation with confidence.

During orientation training, advisors work extensively with the home office team to receive a thorough overview of doing business with PlanMember and how the firm infrastructure meets their needs and the needs of clients. Topics include compliance guidelines, a step-by-step review of digital technology and commission, sales incentives and new business processes. How PlanMember keeps financial professionals informed about important news through regular communications is followed by a detailed overview of all the support available.

Business planning and strategy customized for each advisor’s business model make PlanMember’s training some of the most comprehensive in the industry.

Rounding out the training process, newly affiliated professionals explore PlanMember investment and annuity solutions and retail platform of products, including the features, suitability guidelines and available services. Finally, PlanMember’s co-branded marketing campaigns, available tools, technology and resources are covered.

PlanMember University also offers basic and advanced curriculum for all of our financial professionals, with new courses added regularly.

To learn more about PlanMember University’s curriculum and training, contact our recruiting team today.