FA 200

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Elective Course

FA 200 – Techniques for Prospecting

The FA 200 course is a standalone certificate course offered by CARAIFA and does not count towards your FSCP Designation.

Course Description

FA 200 – Techniques for Prospecting: Prospect or Perish

Using strategies to approach and meaningfully engage prospects turning them into clients.

Course Description:

FA 200 Techniques for Prospecting: Prospect or Perish teaches advisors industry proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Strategic, tactical, and operational business planning processes are presented in detail. Professionalism and ethics are also explored throughout the course.

Course Highlights:

  •  An insightful collection of prospecting strategies for financial services professionals.
  • Overcome the psychological barriers to prospecting
  • Learn innovative approaches to setting income and activity goals
  • Learn and utilize effective contact management systems

NB: The FA 200 course is NOT a mandatory course for either the LUTCF or FSS designation. Upon successfully completing the course, students will receive a certificate of completion.