top of page

AKMA
ACADEMY

Our core objective is to make financial advice more accessible.
We put emphasis on building the capabilities of our financial consultants because it is our goal to raise sought-after experts whom customers can truly rely on.
Join AKMA Academy and learn more about financial management, financial planning, sales, and team building.

HOW TO CRAFT A FINANCIAL PLAN

Find out how to provide the right financial advice for your clients and learn our innovative techniques.

Happening on April 15 9am-12pm at The AKMA Headquarters. 

FINANCIAL INDEPENDENCE TRACK

Begin your journey to financial fitness with an in-depth seminar led by our financial consultants.

​

Happening Every Wednesday 6pm-7:30pm via Zoom.

AKMA LEVEL 1 CERTIFICATION

We focus on building the capabilities of our advisors by building their capabilities

AKMA Academy Certification Process.png

1

GENERAL
KNOWLEDGE

  • Traditional Life Insurance Foundation
  • ​Variable Life Insurance Foundation
  • Investments Foundation

 

2

SALES

PROCESS

  • Activity Management
  • Prospecting and Appointment Setting
    • Social Media Prospecting
  • Handling Objections
  • Closing Techniques
  • Financial Independence Track (FIT) Presentation

  • Income Replacement

  • Medical Needs Analysis

  • FIT Seminar

3

TOOLS

MASTERY

  • FIT Tools

    • Individual Presentation deck

    • FIT Seminar

    • Income Replacement

    • Medical Needs Analysis

4

VALIDATION

  • Traditional and Variable Validation Exam

  • Presentation Oral Revalida

    • Individual Presentation

    • FIT Seminar

  • Must have a total of 20 FIT presentations with customers

  • Must conduct at least 1 FIT Seminar

JOIN OUR 
GROWING 
TEAM.

Become an AKMA consultant and benefit from our extensive mentorship track that will equip you with the knowledge and tools to give your clients the perfect financial plan.

©2023 by AKMA Consultant OPC

bottom of page