NAPA’s 401(k) Practice Builder is a fully interactive online course made up of five modules that take no more than thirty minutes each to complete. Designed to prepare advisors for sales conversations, Practice Builder introduces the basic concepts you need and walks you through the steps of the sales process with engaging interactions and knowledge checks along the way. At the end of each module, you will take a brief assessment to help gauge your level of learning.
Practice Builder will prepare you to successfully sell and manage 401(k) plans, increase your total Assets Under Management (AUM), and diversify your client base.
The five modules included in NAPA’s 401(k) Practice Builder are:
Advisors with a NAPA Firm Partner can add their code during checkout