Professional Wealth Advisor Institute - A Three-Year Program
This institute is an accelerated three-year program of advanced learning. The program is oriented in such a manner so that it will guide, direct and measure the education and practical working experiences of the Professional Wealth Advisor candidate. The candidate enters the institutes curriculum as a professional Para-Planner Associate with the personal desire and calling to become a Professional Wealth Advisor of the Member Firm.

Continuing Education
At Founders Financial, we encourage the development of our advisors. In a growing financial services industry, expanding your base of knowledge and maintaining accreditations is increasingly important. With our web-based education and testing service, advisors can educate themselves, better educate their clients, and even expand their businesses into new markets. We also offer our advisors a way to manage their continuing education credits via online CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC®-approved tests in various topic areas.

Study Groups
Founders’ Members share responsibility for expanding the value of the organization overall. In keeping with our motto - Shared Resources, Shared Values – Members are encouraged to share information, knowledge, and resources, and participate in product development. In-person or virtually, study groups offer an important opportunity to participate in shared case work.

Professional Administrators Institute
This institue is held annually to provide a dynamic venue that promotes interaction between the Professional Assistant and their peers through a free exchange of idea sharing. We hope that through the sharing of ideas and best practices that you will have a positive impact on the development of your Member Partners business enterprise.

Below are the presentations from the 2008 professional Administrators Institute that generated the best reviews.

Utilizing an Annual Business Plan - What Gets Measured Gets Done
Daily Task List
Six Most Important Things To Do
Helen Crouse, Founders Financial

Importance of Branding Your Practice
Marketing Matters

Live Demo in the Investigo System
Investigo Brochure
Investigo

Power of SmartOffice
E-Z Data, Inc.

Technology Review
Advisor Portal, Office Tech Help Desk & Net Exchange Pro
Shaun Kane & Kerry Hayward, Founders Financial Securities

Compliance Overview
Compliance & Branch Recordkeeping, Business Continuity Plans & Office Data Systems
Richard Briggs, Founders Financial Securities

Administrative Best Practices
At the 2008 PAI, professionals shared what procedures and ideas worked best for their companies. The following Best Practices were submitted by Brooks Financial Group, Donohue-Hart & Associates, Morgan Financial Group & Darrell Financial Services.

Client Review Process:
Financial Plan Review
Brooks Financial Group, Inc.

Operations Manual & Ways to Protect Client Relationships:
Processes and Procedures
New Business
New Business & Account Review - Forms, Kits & Apps
Filing System
Donohue-Hart & Associates, Ltd.

Operations:
OS Ticket System
Donohue-Hart & Associates, Ltd.

Love-Affair Marketing:
Love Affair Design
Morgan Financial Group, LLC

How We Reach Out to New Clients:
Example Company Brochure
Example Company Event Mailer
Darrell Financial Services