MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For Wealth Advisors and Administrators

  • Introduction to Maximizer FSE for Wealth Advisors

    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 students the foundations of Maximizer FSE.  This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...

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