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Development  MasterWorks Programs

 
 2. Valued Planner Development Program (VPDP)

   

    Our New Planner Training Program is designed to help new candidates reach the most professionally

      standard and practice in the industry. It consists of two components:

          Group Instruction Sessions - Client Builder Process

          One-on-one Mentorship

    Program runs for 12 weeks and includes: 12 Client Builder Sessions (2.5 hours each), 4 Product

     Training Sessions (2 hours each).  

    I am interested joining this course...

 

Planner testimonial

I recently completed the 12 week VPDP course offered by CBS and I found it to be both helpful and practical as a new advisor in the business. Tony Bosch, the instructor, is an excellent communicator and he presents the material in a clear and organized manner. He is always approachable, and offers ideas and solutions to the many unique situations advisors find themselves in. Although there was a plan to follow each week, Tony was always open to straying a bit from the plan to accommodate our questions and concerns. The CBS online video library is extremely helpful, offering everything from role-playing scenarios to networking tips.

Tony incorporates humour into the VPDP sessions as well; an element I feel is what makes you want to come back for more!

I look forward to taking other interesting courses offered by CBS.                                          

Myra Adirim

 

LIFE LICENSING QUALIFICATION PROGRAM (LLQP)
VALUED PLANNER DEVELOPMENT PROGRAM (VPDP)
THE FOCUSED PLANNER (TFP)
BUSINESS INSURANCE COURSE (BIC)
PROFITABLE COACHING NETWORK (PCN)
VISIONARY LEADERSHIP PROGRAM (VLP)
CBS SALESFORCE
 
 
 
 
 
 
 

 

 

 

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