WFG Core Learning Series
Welcome to the WFG Core Learning Series
Your WFG Education Team at Aon has compiled the Core Learning Series to help you strengthen your practice and protect your clients through relevant risk management topics and best practices. This series is available on demand, so you can engage with the material asynchronously and at your convenience.
To access the presentations, please enter your WFG email address when prompted. Only WFG email addresses can be used to access the content.
Please note: These courses are not CE accredited unless viewed though a live facilitated course.
WFG Core Learning Series
Loss Control and Risk Mitigation Practices for Financial Advisors
Watch here
How to Document Your Transactional File
Watch here
How an E&O Policy Works
Watch here
How to Mitigate and Avoid E&O Claims
Watch here
From “No Problem” to “Oh No”: A Tour of What Can Go Wrong in E&O Claims Against Advisors
Watch here
Errors and Omissions Claims Examples
Watch here
Micro-trainings for Advisors
Concise 10–15 minute modules designed to enhance your knowledge and support continuous development.
Use of Social Media - Best Practices
Watch here
KYC and KYP for Advisors
Watch here
E&O Policy Limitations and Exclusions
Watch here
Fines and Penalties
Watch here
Check back frequently for additional courses added throughout the year.
For any inquiries regarding our series please email [email protected]