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Training Programme
Study for Success – Six weeks Home –
London
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To be authorised to sell stockbroking products you need to have the Securities
Institute Level 3 Certificate in Investments (Securities) also known as the CII
(S). This qualification incorporates two papers - Securities and Regulations.
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This includes comprehensive reading materials, practice tests, classroom review
sessions and a laptop computer with CD-Rom and Internet access to specialised
learning materials.
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Edward Jones will pay you to study, so there is no loss of earnings during this
period but requires a commitment to at least 50 hours of study per week.
Experienced Financial Adviser Workshop 1 –
One Week – London
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Study subjects such as firm history, client needs and investments as well as
the client creation and development process
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Gain authorisation in: estate planning, protection and retirement products,
capital investment bonds (CIBs), mutual funds and learn account and trade
processing
Market Research – Three weeks in your market
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Identify and contact clients/prospects and record in your
Contact Management System
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Write business in authorised products
Experienced Financial Adviser Workshop 2 –
Four Days – London
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Learn under the guidance of an experienced, successful Investment
Representative
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Learn additional sales tools and complete investment assessments, review
business plans and gain authorisation in Equities and Corporate Bonds
Continuous Professional Development
Edward Jones is a recognised leader in training, and your
personal and professional development will continue throughout your career.
We’ll make sure you keep abreast of products available to meet your client’s
financial needs, as well as any changes in legislation. As you progress through
the different stages of your business, there are future workshops that focus on
helping you accelerate your business to the next level.
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