Staff Success Programs
Save time and build a team that will make an immediate impact on your practice.
Have you put off hiring support staff because you don’t have time to train them? Do you have so many staff members that training seems to become its own profession? If you answered yes to either of these questions, then your practice can benefit from the ACA Staff Success Programs!
These programs are self-paced and will help your staff understand:
- ACA philosophies, strategies, and tools
- The standard ACA appointments and their likely duties for each meeting
- Administrative duties that make their work more valuable to you
- How to use the ACA community web site
- The ACA Pyramid, Toolkit, and standard ACA forms (Paraplanner Success Program only)
Administrative Staff Success Program - $345
As part of this program your staff member will receive:
- A copy of Why Smart People Do Stupid Things with Money by Bert Whitehead
- Administrative Issues for Staff - a training module written specifically for staff that covers key administrative issues that are relevant to your office
- 4 Self Study audio visual classes
- Training on the ACA member web site
- Membership in the staff e-group
- A comprehensive quiz to measure the trainee’s understanding of the material
Paraplanner Success Program - $795
As part of this program your staff member will receive:
- A copy of Why Smart People Do Stupid Things with Money by Bert Whitehead
- Administrative Issues for Staff - a training module written specifically for staff that covers administrative issues relevant to your office
- 8 additional training modules
- 11 Appointment Demos
- 6 training recordings
- 11 Self Study audio visual classes
- Training on the ACA member web site
- Membership in the staff e-group
- 5 quizzes and 6 homework assignments to measure the trainee’s understanding of the material.
Paraplanner Plus Program - $995
This program is a combination of both the Paraplanner and Administrative Staff Success Programs and is ideal for staff members who have both administrative and paraplanner duties.
ACA Success Program - $2995
This is the same education program new ACA members receive which includes: all training materials, the self study, virtual class calls and group instruction (not including transportation to or lodging at group instruction). This is available for additional members in a firm, for members' staff who will be qualified for ACA membership in a short time, and for members who want to go through the Success Program a second time.
DON’T DELAY! Equip your staff for success using ACA’s proven training method and begin reaping the benefits right away.
We remind all participants that ACA advisors run their practices as they see fit and that the material presented in these programs will need to be adapted to each individual office.
To register your staff member for a Staff Success Program, fill out the application and email it to Megan Veraldi.