MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Canaccord

May 2026
- Wed 20
  - 10:00 AM - 11:30 AM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    Free
- Fri 22
  - 10:00 AM - 11:00 AM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    Free
- Mon 25
  - 2:00 PM - 3:30 PM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    RSVP now
  - 4:00 PM - 5:00 PM EDT
    
    Maximizer 301 – IQ Boost for Canaccord
    
    RSVP now
- Tue 26
  - 10:00 AM - 11:00 AM EDT
    
    Maximizer 302 – Working in Outlook and Maximizer for Canaccord
    
    RSVP now
  - 11:30 AM - 12:30 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    RSVP now
- Wed 27
  - 10:00 AM - 11:30 AM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    RSVP now
  - 1:00 PM - 2:00 PM EDT
    
    Maximizer 303 – Leads Management in Maximizer for Canaccord
    
    RSVP now
- Thu 28
  - 11:00 AM - 12:00 PM EDT
    
    Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
    
    RSVP now
  - 5:00 PM - 6:00 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    RSVP now