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Become a Financial Advisor
Training and Development

Our training and development program is built to empower new advisors with the knowledge, tools, and support they need to build a lasting career. From foundational education to advanced planning strategies, we’ll help you grow into a confident, independent financial professional.


Seamless Onboarding

Your journey begins with a guided onboarding process that walks you through all your contracting and licensing requirements, including your life and health insurance license. We’ll also show you how to access the technologies and platforms you’ll use every day. Plus, you’ll receive a clear breakdown of your 90-day training schedule—so you always know what to expect and how to progress.


License & Certification Guidance

We provide study materials and support for essential financial certifications, and reimburse your completed exams. This includes the Security Industry Essentials (SIE) Exam Series 6 or 7 and Series 63 or 66—so you can grow without financial stress. Through our partnership with Equity Services, Inc. (ESI), you’ll get the guidance and structure to succeed in financial services.


Ongoing Mentorship & Support

You won’t be building your practice alone. From the start, you’ll be guided by mentors who have spent decades in the financial services industry. These seasoned professionals bring deep experience, hard-earned insights, and a genuine commitment to your growth. Our collaborative environment ensures you're always supported by experts who’ve been in your shoes and know what it takes to succeed. 


Innovative Tools

You'll have access to a powerful suite of tools designed to support your growth—both from our in-house team and through our partnership with National Life Group. From digital marketing to underwriting support, advanced markets support, and case design help, we equip you with innovative solutions every step of the way.

Financial Advisor Meeting

New Financial Advisors

The first few years as a financial advisor can be challenging—but they’re also where the foundation for long-term success is built. That’s why we’ve designed a comprehensive 3-year development program that equips new advisors with the skills, strategies, and support needed to thrive. Year 1 focuses on understanding client needs, creating plans, and mastering core products. Year 2 covers advanced business planning like retirement and tax strategies. By Year 3, you’ll grow your practice and specialize in niches such as business owners, retirees, athletes, families, etc.

3-Year Development Program

Year 1: Foundations in Financial Advising

In the first year, new advisors are immersed in the principles of financial advising, focusing on the core education of financial strategy basics. This includes understanding client needs, building personalized financial plans, and mastering foundational financial products and services.

Year 2: Advanced Business Planning

The second year shifts focus to business planning strategies, such as individual tax or retirement planning and more advanced financial structures. Advisors learn to refine their business approach, gaining expertise in comprehensive financial planning tailored to specific client goals.

Year 3: Practice Growth & Specialization

In the third year, advisors focus on scaling their practice by identifying and mastering niche markets. They develop strategies for serving specialized client groups such as business owners, retirees, and families, enabling them to take their practice to the next level.

Supplemental Income, Office Space, Administrative Support

At True Path Financial, we invest in your future from day one. New advisors are eligible for 1 year of transitional income to help you build momentum as you launch your practice. You’ll also gain access to office space, administrative assistance, and personalized training resources — all designed to help you grow with confidence. And when it comes to your earnings? There’s no cap. Our commission structure is built to reward your drive, your impact, and your vision for success. We’ll provide the foundation. You define how far you go.

Financial advisor meeting
Jake Sarnoff

"Being here gives me the freedom to run my own business, but with the backing, tools, and training you'd expect from a top-tier firm. I’m in control, but I’m never on my own."

Jake Sarnoff

Financial Advisor – Irvine, CA

Sample Training Schedule

Trainings cover a variety of core topics including phoning, objections, referrals, fact-finding, closing, case preparation, product knowledge, and role-playing. Advisors also receive guidance on activity management, warm market development, client expectations, and business-building strategies. For the first 90 days, advisors receive daily coaching and hands-on training. After 90 days, sessions shift to a weekly format focused on growth, performance, and independence. You structure your workday to build and maintain the business you want.

Monday Tuesday Wednesday Thursday Friday
Monday
8–9 AM: Coaching
3–5 PM: Phoning
Tuesday
10–11:30 AM:
Training
Wednesday
10–11 AM:
Case Prep
Thursday
10–11 AM: Training
3–3:30 PM: Accountability
Friday
10–11:30 AM: Training
11:30–12 PM: Phoning

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