MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

Financial Services Edition

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  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Register Now Free 1 spot left

  • Introduction to Maximizer FSE for Wealth Advisors

    End-Users, Financial Services Edition

    Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach Read More...

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    Register Now Free 8 spots left

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left