ACP Success Program

ACP members can review the Success Program materials online at any time during their membership. Materials are continually updated and augmented to provide members with up to date training for the ACP System™.  The ACP Success Program provides education on the ACPSystem™ from a variety of sources.


An overview of the program is presented in the ACP Success Program Quick Reference Guide.


The ACP Success Program Syllabus provides a roadmap through the Self-Study and the Virtual Classroom call series in preparation for Group Instruction, Mentoring, and Advisor Visitation.

The Welcome Box Guide will provide an overview of what to expect in the new member shipment.

Use your Quick Start Checklist to help you track what needs to be done when as you start up your business.

ACP Success Program Syllabus – detailed assignments, call dates and due dates. 

Appointment Demonstration Videos

Self Study Modules:

• Administrative Issues
  
• Successful Marketing
• Preliminary Appointment
• Presentation Appointment
• Insurance Review
• Investments & Portfolio Analysis
• Integrating Taxes
• Estate Planning
• Recordkeeping & Cash Flow
• Goals Visualization

Approved Tax Class Information

Virtual Classroom - Sessions are conducted via live or pre-recorded "virtual classroom" call recording. 

Group Instruction Information - An introduction of what you expect when you come to the live instruction, including weather norms, hotel information etc.