“How To” capsules | Quick tutorials
In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling.
Their top objective is to ensure that you are self-reliant and effective.
That is why we’ve quickly developed and released our “How To” capsules. They provide a wealth of information about the tools you use every day.
iA Campus, your go-to training resource
As a financial security advisor, be sure to visit the iA Campus on a regular basis to help you optimize your time and exert total control over your business development.
Make it your trusted source for:
- Tutorials and user guides for technology tools
- Ideas, models, and discussion relating to the art of selling
- Reference documents for concepts and products
- And much more
To get to know the training platform or to view the “How To” capsules, go to Advisor Centre > Tools and applications > Online training > iA Campus/Non-face-to-face sales.
Please feel free to send us your questions, comments or requests at firstname.lastname@example.org.
The Sales Training Team
Update – Good Practices Guide – Electronic Signature
Good news, our Best practices guide – Electronic signature has been upgraded, with each tool now including an illustration of all eligibility criteria for electronic signing.
Tip: Before sending electronically signed documents, be sure to meet all of the detailed eligibility criteria in the guide. That way, you’ll prevent needless back-and-forths, and your documents can be processed expeditiously.
Thanks for your support!