Program Description:
MoneyTrax online University is our flagship interactive training portal designed with your busy schedule in mind. With over 50 lessons that are regularly updated you will be able to quickly master the Circle of Wealth® system and learn about the latest updates and enhancements as they are released. Each audio/visual-based lesson is narrated by MoneyTrax founder, Don Blanton. A high-speed Internet connection is required to access the MOU training materials.
Features:
- Our most complete “nuts and bolts” training on the Circle of Wealth® software modules.
- Updated content based on the newest system components & features.
- Archived lessons that you can review time and time again
- Live support to ask basic questions about course topics
- Includes license for two computers
FAQ: What's the difference in MOU from VTC & BTS?
Our Two-Day Basic Training School (BTS) and the Virtual Training Course (VTC) will give you a clear picture of the "client sales process” by allowing you to experience the various concepts that the system illustrates and the order in which to communicate them. They will take you step-by-step through the core software modules that you will use during the sales process. The BTS & VTC will not teach you every feature in the system such as advanced tools and calculators that you would use in creative or complex cases.
MoneyTrax Online University (MOU) is the "Nuts and Bolts” of how to use the “software.” MOU will drill down into each and every calculator and not only explain how it works but give you a practical way to use it. The audio/visual format and archived lessons make for a very short learning curve on using Circle of Wealth® system to its fullest potential. MOU will show you the "sales process” or give you the steps in which to deliver your presentation to the client. Its extensive library will however teach you every capability that our system has so that you will be proficient in all areas of planning. (See Special Note Below)
Licensing:
MOU is only available to current Circle of Wealth® system owners and comes with two seats (it can be installed on two computers). MOU requires an annual renewal of $250 to remain active after the first year.
License Options:
MOU can be purchased by individual undergraduate courses (101, 201, 301, 401, 501) The "Mastery Level" subscription provides an entire year of access to all undergraduate courses and saves you $700 over the individual course prices!
Course Descriptions: (Mastery Level Includes Access to All)
Special Note:
MOU is available for Half Price ($500) to any system owner who has attended a Two-Day Basic Training School or COW College. Simply call us at 321-369-9470 to take advantage of this offer.
MOU may be purchased on its own however is included in our Mentor Group Program. Call our dedicated (no pressure) sales team at 321-369-9470 option 1 to help determine the best training path based on your experience level.
MOU Guest Pass:
Download and install the MOU Viewer for a free demo to see how simple and powerful this training platform is for yourself. When you run the viewer, just enter your name and check [x] Guest Login to view several sample MOU lessons.
Download the MOU Viewer
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MOU - Mastery Level Subscription
