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2. Introduction to GFS and Next Level Advisor

Welcome to Next Level Advisor, the Signature Financial Group (SFG) learning platform, hosted on the Trainer Central online environment.

If Signature Financial Group (or SFG) is your general agent, then as an affiliated financial advisor, you have privileged and free access to our training offering on the Next Level Advisor platform.  

If SFG is not your general agent, then you have purchased a paid subscription, giving you access to the same training offerings, with the exception of courses introducing SFG and its specific tools and partnerships. (ZenDesk, Apexa, VieFund, Centralize, S_entiel). …

Our mission: to support you in your development. We offer a set of essential concepts, ideas, and tools. The goal is to prepare you for financial advising in Canada.

  • This platform is not just a collection of videos.
  • It is an evolving resource.
  • It is designed to keep you up to date.
  • It allows you to hone your skills.
  • Continuous learning is the key to success.
  • This LMS is a tool to help you excel.
  • Serve your customers with excellence.
  • Take your career to the next level.

SFG’s commitment to your success is clear. By giving you the means to acquire new skills, we offer you a competitive advantage.

Your access is a privilege. It can be revoked. This may happen if you are no longer a SFG-affiliated financial advisor, or in the event of inappropriate behavior. We have measures in place for security and quality:

  • Copyright: Videos are not downloadable. This measure protects copyright.
  • Respect: Be respectful of others in comments. A healthy learning environment is essential.
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