Schwab Financial Consultant Academy

Schwab Financial Consultant Academy
The Schwab Financial Consultant Academy is an 18- to 24-month program that prepares you for a
role as an Associate Financial Consultant and, ultimately, for the role of Financial Consultant. With
a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is
designed to position you for success in the dynamic financial services industry.
General
Client Service
Service Foundation Training
and Preparation for Series 7
and 66 Examinations*
1
st
Year
Trading
Client Service
Trading Foundation
and Advanced
Training
Business
Development
Opportunities
2
nd
Year
Wealth
Management
Training
Specialty
Client Service
Continued
Wealth
Management
and Sales
Client Outreach and
In-Branch Experience
Associate
Financial Consultant
on course for
Financial Consultant
> 1:1 Coaching
> Team Building
> Internal
Network
Building
> Milestone
Rewards
Classroom, self-study, and web-based
learning and development programs
Inbound service/trading interactions
(phone, chat, email), and serving clients
with passion and integrity
Business development–outbound or
inbound calls, in-branch client events,
identifying and championing client goals
Learn more at
www.aboutschwab.com/work-at-schwab/FCAcademy
*Registration requires the passing of FINRA Administered Qualification Examination(s).
Charles Schwab & Co., Inc. is an EEO/AA employer committed to diversifying its workforce.
All applications are considered without regard to race, color, religion, sex, sexual
orientation, national origin, age, disability, protected veteran status, or any individual’s
status in any group or class protected by applicable federal, state, or local law.
©2015 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC0008410 (0215-1064)