This page is dedicated to Team Training for ALL New Team-Mates at OKC Financial Education Center.

To ensure success as a Financial Literacy Campaigner, You MUST complete all this training along with assigned tasks from your Trainer within first 30 days of joining the team, including your license.

1. Order your Start-Up Kit NOW!!!

2. Financial Foundation Education Workshops

Register & Attend ALL 6 Workshops Immediately. Use your SYF book & Workbook to take notes. This is what we do to help educate people. You do not have a business if you do not know what we teach. Watch these workshops as many times as you need to understand. Ask questions from your trainer to clarify concepts.

This link to pre-recorded workshop is ONLY for our Team Members training. Please DO NOT give this link to your prospects or sign them up for these workshops. They MUST be signed up using WSB-Dashboard Workshop Manager.

3. Set up a Personal Financial Strategy (PFS) Session with Your Trainer

Without your own Personal Financial Strategy, you can not achieve your goal of Financial Freedom. If you do not have a Strategy, how can you offer others one?

4. Licensing Prep & Study Material

Use this link to sign up for Xcel Solutions Life & Health License Study material for your State, using our Team's Discounted Code.

Link to Xcel Solution Discount

5. Licensing Prep Workshops by WSB

WSB has compiled set of two workshops to help you understand complex insurance related concept in an easier way. Attend these workshops as many times as you like. These are NOT a substitute for your State Required material provided by Xcel. These are to compliment the Xcel Material. Watching these webinars will increase your chances to Pass your License Exam.

6. Meet Your Trainer to receive YOUR Trainer's Guide Book & Create Your Own Share List

7. Fast Start Training Presentations

Watch these workshop immediately within your first week to understand ALL aspects of our business. Watch them over and over again and master these presentations to train your own team. Work with your trainer to set up appointments and learn how to do these presentations to train your team or meet clients.