The platform groups training courses by theme. This structures your learning. You can focus on specific areas of financial advice.
Course topics
| Category | Themes already available | Themes in production |
| Fundamentals | – Onboarding Trainer Central and at SFG – Needs analysis and financial planning | – The presentation of SFG and the onboarding at SFG (ZenDesk, Apexa, Centralize, VieFund, S_entiel) – The tools and documents needed for practice |
| Products | – Insurance products – Investment and investment products | – Pensions and social security – Taxation and taxation of financial products |
| Professional Development | – | – Partnerships and professional networking – Behavioural aspects and personal development |
| Strategies | – | – Wealth management and investment strategies – Business planning and legal aspects – Loans and financing – Marketing strategies and customer development – Competitive advantages |
New courses will be added. They will be included in the corresponding thematic subscriptions.
Progress by Level
The courses are divided into three levels of difficulty. The goal is a logical progression.
- Level 101: Introduction and refreshment
- These courses are an introduction.
- They are perfect if you are not familiar with the subject.
- They are also useful for refreshing your knowledge.
- This ANLA 101 course is a prerequisite for all courses on the platform.
- In general, 101 courses are prerequisites for higher levels, in particular for all other courses with the same acronym and numbers 102 and 103.
- Level 102 and 103: Advanced and specialized
- These courses aim to provide in-depth knowledge.
- They explore more complex subjects.
- Examples: comparison of financial products of the same family (permanent life insurance), tax planning, legal aspects.
- Access is possible after completing the 101-Level courses.
