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From Cellbe
Each advisor firm may format in writing how it determines advisor proficiency.
Nearly all companies will use a mixture of tests, role plays and escorted client visits.An outline CAS training program would often are the following:Induction Course - This must outline how the individual company functions, how it deals with consumers in terms of claims and the internal procedures you need to adhere to.Testing - The tests could possibly be based on the variable-choice format with generic; pensions, investment and pension planning concerns together with tests based on unique internal procedures pertaining to the individual firm.Role Plays - You will need to perform class room based checks on the initial client call (fact find) and the 2nd call (display of the advice/suggestion). In general at-least one first and one second would need to considered and passed.Field Centered - the in-patient firm may shape just how many you need to accomplish and move - The assessments are duplicated with live clients with live truth recommendations and finds. Many businesses could complete two first fact find calls and two advice calls.
The caveat being to pass could be the client should recognize and take up your recommendation.The roleplays are considered by a sales or submission administrator who rests inside the contact with you and assesses your efficiency. For new consultants this can be described as a very nerveracking experience.Obtaining your CAS can be described as a long-drawn out affair - 4-6 months is standard. The down side to this is you will not be able to recommend purchasers till you acquire your CAS. This may present problems if oneself-employed as your earning potential is likely to be declined and you ought to enable this in your hard earned money flow.
上海国际休闲展展位火爆销售，配套活动夺人眼球，预定从速
上海国际休闲展展位火爆销售，配套活动夺人眼球，预定从速
作为目前上海唯一以时尚户外运动、个性休闲生活为主题的专业展会，2014上海国际休闲展将在上海世博展览馆（2号馆）举办，总体面积超过13000平米，较去年增长了10%。截止日前，整体销售比例已超80%。展区云集国内外众多一线知名品牌，星客特房车、北极星全地形车、欧尼尔帆船、瑞帕拉渔具、温妮皮划艇、MARINEPOOL户外服装等悉数参展，与会展商来自全球多个国家。更多参展商信息，可登陆：查阅。展会预登记入口
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除了丰富的休闲展品，上海国际休闲展还专为都市热爱休闲、户外、运动和旅游的时尚人群定制了一个休闲体验狂欢季，集合了各种最新最潮玩乐方式，同时也为展商的展示提供了一个互动的平台。“休闲嘉年华”囊括了：全地形车动态演示，越野感受；欢乐高尔夫，专业教练现场教学；登峰造极，玩cool攀岩争霸赛；车随身动，智能平衡车驾驭体验；激流回旋皮划艇现场教学；快乐垂钓大赛；乘风破浪船模大赛；扬帆起航帆船达人挑战赛……一系列的体验，内容丰富，绝对不能错过。展会预登记入口
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时间：2014/4.10-4.13
地点：上海世博展览馆
