Master the Future. Train Smarter with AI. Lead with Innovation.
AI全方位培訓，創新業界標竿
Where every agent is empowered to grow— from first steps to future leadership.
1. Onboarding That Accelerates Your Start 新人入職培訓
從零到一的專業成長
標準化培訓系統Structured & Flexible: Our hybrid NPTP system combines on-demand video learning with real-world practice. Learn at your pace, anywhere, anytime.
個性化指導Tailored Mentorship: Get personalized coaching from your supervisor after online training—ask questions, get feedback, and level up fast.
實戰經驗Real Client Experience: Shadow top financial planners or go client-facing with support by your side. Real-life learning. Real-time support.
目標Outcome-Focused: Be confident and competent in record time—with skills that turn conversations into consultations.
2. Level-Up with Elite Sales Training 新同事深化課程
深化課程 - 務實基礎，邁向專業
實戰演練：Learn from the Best: Dive into 80+ practical topics led by mentors who’ve achieved MDRT, COT, and TOT status.
靈活分組：Dynamic Grouping: New teams every month mean new perspectives and continuous growth.
行家版課程： 針對有經驗的同行需要，我們提供行家版本的深化課程，重點介紹AIA產品和UTOPIA的獨特內容。
3. Continuous Learning, Constant Evolving
不斷學習，持續進步
線上線下結合：Live & On-Demand: Can’t make it in person? Join via livestream and never miss a beat.
多樣化內容： 每週的持續進修包括簽單分享、主題分享和外部嘉賓講座，涵蓋保險及產品的培訓、AI、線上營銷、家族辦公室、法律、稅務、教育、醫療等多個領域，裝備同事全方位能力。
4. 1-on-1 Mentorship That Moves You Forward 一對一督導
精準指導，助力成長
SWOT分析： 直屬領導將根據每位同事的SWOT分析（優勢、劣勢、機會、威脅），提供個性化的指導。
目標市場與業績進度：Goals in Sight: Map your ideal market, track your KPIs, and get laser-sharp feedback every step of the way.
持續支持： 督導不僅限於新人階段，而是貫穿整個職業生涯，確保每位同事都能在不斷變化的市場中保持競爭力。
5. Build Your Dream Team 團隊發展 - 從專業到企業
The FDDI Program: Designed by regional directors, this leadership academy teaches you how to recruit, manage, and scale your own team.
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