Welcome to the Rollover Self-Study:


Goals of the course:

  • Work Smarter to Win More Business with Low Exposure
  • Give Retirement Investors Better Choices

Who should take the course?

  • Financial advisors and all who service or support Rollover business.

Benefits of taking the course?

  • Examine alternatives for accessing the market
  • Develop pricing & profits from rollover business
  • Learn best practices for serving rollovers
  • Uncover strategies to limit exposures and how to implement them

Course content:

  • Module 1: Smart Ways to Access Rollovers
  • Module 2: Smart Rollover Practices
  • Module 3: Smart Pricing
  • Module 4: Managing Exposures

Course Introduction

Time required for the course:

  • 3 – 5 hours for advisors
  • Certification requires an exam that takes 30 minutes


  • Individual rate: $99 - New Training Coming Soon
  • White label rates:
    • Up to 500 candidates: $10,000 per month
  • Unlimited use: $25,000 (includes private label packaging for use on service provider Website)
  • Customization and integration with a firm’s offerings are done at cost