ACA members can review the Success Program Training materials online at any time during their membership. Materials are continually updated and augmented to provide members with up to date training for the ACA Systemä. The ACA Success Program provides training from a variety of sources.
An overview of the program is presented in the ACA Success Program Quick Reference Guide.
The ACA Success Program Syllabus provides a roadmap through the Self-Study and the Virtual Classroom call series in preparation for Group Instruction, Mentoring, and Advisor Visitation.
Most materials are available online. To purchase training manuals, DVDs or the full set of ACA Success Program materials contact a member of the administrative team.
Important ACA Success Program Links:
ACA Success Program Quick Reference Guide – an overview of your first year.
Welcome Box Guide – what to expect in the new member shipment.
Quick Start Checklist –to help you track what needs to be done when as you start up your business.
ACA Success Program Syllabus – detailed assignments, call dates and due dates.
Virtual Classroom Guide - information on accessing the Open Forum calls for each section of the syllabus.
Self Study Modules:
Administrative Issues
Successful Marketing
Preliminary Appointment
Presentation Appointment
Insurance Review
Investments & Portfolio Analysis
Integrating Taxes
Estate Planning
Recordkeeping & Cash Flow
Goals Visualization
Group Instruction Information - An introduction of what you expect when you come to Denver for the live instruction, including weather norms, hotel information etc.