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Welcome to the WFG Core Learning Series for Advisors. In order to receive your certificate of completion, each session must be completed in full. In order to access the presentations, when prompted, please provide your WFG email address for the series to begin. Only WFG email addresses will be accepted to access the series.
Your Risk Management Team at Aon have compiled a compilation of topics which forms our learning series.
Each course focuses on a risk management and best practices theme to assist you in your ongoing practice. The Core Learning Series is compiled of 6 courses below.
WFG Core Learning Series
11 Ways to Bulletproof Your Business WFG Core Learning Series 1
How to Document Your Transactional File WFG Core Learning Series 2
How an E&O Policy Works WFG Core Learning Series 3
How to Avoid E&O Claims WFG Core Learning Series 4
Cyber Liability for Financial Advisors WFG Core Learning Series 5
Errors and Omissions Claims Examples WFG Core Learning Series 6
Optional Advisor Courses
Use of Social Media - Best Practices
KYC and KYP for Advisors
E&O Policy Limitations and Exclusions
Fines and Penalties
Check back frequently for additional courses added throughout the year.
For any inquiries regarding our series please email [email protected]