Credential® :: Sales Support :: Sales & Training Support


	Sales and Training support

The Credential^® Sales and Training team is made up of seasoned, successful professionals. They are familiar with the wealth management industry and its unique needs and challenges. Each team member provides specialized support and expertise to partners within an assigned territory to help improve and extend their sales efforts.

The Sales and Training team trains representatives on specific wealth management products, portfolio asset allocation, registered product information, and post-sales administration.

It also offers representatives insight into the industry and marketplace through regular conference calls with top mutual fund companies.

What we offer representatives:

Sales and Training support

Client Relations support

Online support through knowledgeXchange^®

Marketing support

Compliance support

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	Access to the knowledgeXchange extranet site is available to partners.



	CLIENT RELATIONS HOURS OF OPERATION For Credential Asset Management: Monday to Friday (except statutory holidays), 6:00 a.m. to 5:00 p.m. PT For Credential Securities Inc. Broker Support: Monday to Friday (except statutory holidays), 6:30 a.m. to 5:00 p.m. PT