MAXIMIZER TRAINING ACADEMY

CRM Training Classes

Name: Maximize Your Productivity with IQ Boost™ for Wealth Advisors
Start: 2026-06-11T13:00:00-04:00
End: 2026-06-11T14:30:00-04:00

For Wealth Advisors and Administrators

Jun 2026
- Mon 8
  - 2:30 PM - 3:15 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
- Tue 9
  - 8:00 AM - 9:00 AM PDT
    
    Getting Started – Maximizer CRM Fundamentals for iA Private Wealth
    
    Free
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 11:30 AM - 12:30 PM EDT
    
    Maximizer 201 – Relationship Management Essentials for Canaccord
    
    Free
  - 1:00 PM - 1:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support
    
    Free
  - 1:00 PM - 1:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 4:30 PM EDT
    
    Introduction to Maximizer FSE for Wealth Advisors
    
    Free
  - 2:30 PM - 3:15 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
- Wed 10
  - 8:00 AM - 9:00 AM PDT
    
    Capture client interactions from Outlook to Maximizer – An iA Private Wealth class
    
    Free
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 10:00 AM - 11:30 AM EDT
    
    Maximizer 101 – Foundations of Maximizer CRM for Canaccord
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 1:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 4:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 4:00 PM - 5:00 PM EDT
    
    Maximizer 301 – IQ Boost for Canaccord
    
    Free
- Thu 11
  - 9:00 AM - 9:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 10:00 AM - 11:00 AM EDT
    
    Maximizer 302 – Working in Outlook and Maximizer for Canaccord
    
    Free
  - 11:00 AM - 11:45 AM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 1:30 PM EDT
    
    Ask the Admin: 1-on-1 Dedicated Support
    
    Free
  - 1:00 PM - 1:45 PM EDT
    
    Maximizer Kickoff Call for Canaccord
    
    Free
  - 1:00 PM - 2:30 PM EDT
    
    Maximize Your Productivity with IQ Boost™ for Wealth Advisors
    
    Free

CRM Training Classes

Jun 2026

Mon 8

Tue 9

Wed 10

Thu 11