CARAIFA - Caribbean Association Of Insurance & Financial Advisors

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FA 200 – Techniques for Prospecting: Prospect or Perish


Using strategies to approach and meaningfully engage Prospects turning them into clients.


Course Description

FA 200 Techniques for Prospecting: Prospect or Perish teaches advisors industry proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Strategic, tactical, and operational business planning processes are presented in detail.  Professionalism and ethics are also explored throughout the course.

Course Highlights:

  • An insightful collection of prospecting strategies for financial services professionals.
  • Overcome the psychological barriers to prospecting
  • Learn innovative approaches to setting income and activity goals
  • Learn and utilize effective contact management systems

Course Format

This FA 200 course is a moderated course and entails weekly classes and students MUST complete hand-in assignments and the final examination is in a multiple choice format.   Please note that there is a separate enrolment form for the course.


Also note that the FA 200 course is a stand alone course that does not go towards your LUTCF or FSS designation at the end of the course programmes at this time.


The FA 200 is a moderated course similar to the LUTC/FSS course programmes.  Rules governing the moderator regarding  the sitting of examination and pass mark remain the same as for the LUTC/FSS programmes.


Upon successfully completing the course, students will receive a certificate of completion that costs no more than a letter of completion.