MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

  • 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 Read More...

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    Register Now Free 8 spots left
  • Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    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 Read More...

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    Register Now Free 8 spots left
  • 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 Read More...

    Learn More
    Register Now Free 8 spots left