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MAXIMIZER TRAINING ACADEMY
For Wealth Advisors and Administrators
![Best CRM Software in South Africa [2026]: Compare Top CRM](https://www.maximizer.com/wp-content/uploads/2026/03/13-Best-CRM-in-South-Africa.png "Best CRM software in South Africa in 2026")
Welcome to Productivity & Workflow Optimization, a hands-on training session designed to help iA Private Wealth teams get more value from Maximizer CRM by improving daily efficiency, organization, and visibility across client records. This course focuses on practical tools that help advisors and support staff streamline their workflow, reduce time spent searching and sorting, and Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Welcome to Getting Started – Maximizer CRM Fundamentals for iA Private Wealth, the foundational training session designed to build strong core understanding and navigation confidence for teams using Maximizer CRM. This hands-on course introduces the purpose of the CRM in an advisory environment and helps users become comfortable with the platform’s structure, layout, and day-to-day Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
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...
Welcome to Capture client interactions from Outlook to Maximizer, a practical training session designed to help iA Private Wealth teams embed Maximizer CRM directly into their daily communication routines. This course shows advisors and support staff how to connect email and calendar workflows with the CRM so client communications are consistently captured, easy to find, Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency. Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. Duration: 50 Minutes Prerequisites: Maximizer 101 Read More...
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. This class is recommended Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
Maximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn how to manage leads consistently, capture engagement activity, and convert qualified leads into active opportunities. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer Read More...
Welcome to Maximizer 101/201, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows, helping advisors and support teams confidently manage client information, interactions, searches, and related records within Maximizer. Participants will learn how to navigate the platform efficiently, Read More...
Welcome to Reduce manual work and improve client engagement - AI-Powered Productivity with IQ Boost™, a hands-on training session designed to help iA Private Wealth teams leverage AI capabilities within Maximizer to save time, surface meaningful insights, and strengthen client engagement. This course focuses on practical, advisor-ready workflows that reduce manual effort while supporting consistent, Read More...
Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
Welcome to Client Data & Activity Management, a practical training session focused on helping iA Private Wealth teams maintain clean, accurate, and compliant client records in Maximizer CRM. This hands-on course builds the skills needed to consistently document client interactions and manage follow-up activities so every record reflects a complete history of engagement. This session Read More...
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...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More...
Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More...
Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. This class is recommended Read More...
Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency. Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. Duration: 50 Minutes Prerequisites: Maximizer 101 Read More...
Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More...
