The Start of Financial Independence
Get your business started off right. From just starting out with your license to getting your business setup to making $100,000!
Welcome Message
Company Overview Presentation
Register for Pre-Licensing Course
Register for License Exam Date
Complete Financial Needs Analysis (w/Spouse)
Become a Client
Study & Finish Pre-Licensing Course
Pass Your State License Exam
Submit Application for License
Submit WFG Agent Agreement
Continued Education Courses
Required Reading to be Successful
Access & Explore MyWFG.com
Sign up for the Platform Fee
Sign up for E&O Insurance
Setup Direct Deposit
Submit AML Certificate