Business Development Training Once you pass your exams it’s time to begin learning and understanding investments, client needs and business development skills. Our training program will help you do just that. Know Your Customer (one week)
During this class, conducted at our Training Center in Mississauga, you will participate in a highly interactive program utilizing small group training led by Academic Training Leaders (ATLs). This class will help you develop a better understanding of the securities business, the firm, clients and their needs, and key investments. There is also an introduction to Edward Jones systems. In addition, we will introduce you to key prospecting skills that you will refine later in the training program. Lastly, you will complete an individualized plan for the next step of your training, Market Research. Successful completion of Know Your Customer prepares you for Market Research. Travel and lodging expenses during Know Your Customer class are paid by the firm. Market Research (three weeks)
During this time, you will be working in the market you have selected to develop your business. You will develop a more thorough understanding of that market and the people in it, and begin formulating your market research plan, which will guide you through your critical first 120 days following licensing. A key activity that is required for the completion of Edward Jones' training program is to make 25 first-contacts per day. You should use this time to begin meeting local key referral sources who may be able to help you once you begin building your business. Branch Training (three weeks)
This part of your training is spent working in a mentor Financial Advisor’s office and observing the Financial Advisor and BOA as they run their business and create and service clients. You will make prospecting calls with a branch trainer, make at least 10 first-contacts each day, practice prospecting calls and presentations and sit in on client appointments. By observing actual meetings, you learn how Financial Advisors interact with clients and prospects, how they determine appropriate investments to meet client needs, and how they offer these solutions. In addition, you will focus on time management, prioritization skills and office administration. During this time, you will complete a face-to-face oral exam with your regional leader. At that time, he or she will determine whether you need additional training before moving on in the training process. Prospecting Week (one week)
You will spend this week in the market you have selected to build your Edward Jones business. You will complete a minimum of 125 face-to-face first and repeat contacts (25 per day) consisting of business owners and individuals, ask potential clients "open-ended" questions to obtain financial information, assess each contact and indicate the next action. To qualify for Evaluation/Graduation, you must schedule 125 prospect follow-up dates to take place during the week of Evaluation/Graduation. Evaluation/Graduation (one week)
Held in Mississauga, this class culminates your initial training. You will be legally qualified to give financial advice to clients on the first day of this class. You will refine first and repeat face-to-face and phone contact skills, practice presentations and complete a 60-day success calendar. You also will officially begin building your business by calling prospects for orders and appointments. Additionally, you will develop a better understanding of the attitudes that lead to success as an Edward Jones Financial Advisor, and learn how to individually apply the skills of creating clients in your own market. You also will focus on compliance issues to help ensure good, ethical business practices from the start. Upon graduation, your initial training is concluded, and you will return to your community as an Edward Jones Financial Advisor.
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