You won't learn this alone.
Confidence comes from preparation and practice, not from being thrown in at the deep end. Your first 90 days follow a plan, with a mentor beside you from week 1 and real coaching in the field. And the learning doesn't stop at day 90.
Your first 90 days.
This is how we teach, not a deadline. You'll only start advising clients once you're properly licensed, and your pace depends on approvals and your own circumstances.
Days 1–30: Learn.
Week 1 is licensing orientation: what the exam covers and how we'll get you ready. In week 2 you sit down with your mentor to talk about your goals and the hours you can give. Weeks 2 to 4 cover insurance, takaful, unit trusts and wills, and how to explain each one honestly, including what it leaves out.
Days 31–60: Practise.
Role-play real conversations until they feel natural. In weeks 6 and 7 you sit in on real meetings with an experienced advisor, then take the lead with them beside you. Week 8 is honest feedback: what went well, and the one thing you'll fix next.
Days 61–90: Grow.
Look at your habits so far, measured honestly. Learn to look after the families who trusted you, with proper follow-ups and service. Then, in week 12, you and your mentor plan the next stage: grow your practice, start leading, or both.
Learning that keeps going.
Day 90 isn't graduation. These are the skills we keep working on with you, for as long as you're with us.
Talking with clients
Listening properly, and explaining options in words people actually use.
Product knowledge
FWD Insurance, FWD Takaful and Principal products: what each one does, what it doesn't and what it costs.
Selling responsibly
Recommending only what suits the client, and only within what you're licensed to advise on.
Digital tools
Approved tools for planning your week, keeping records and staying organised.
Follow-up habits
Keeping your promises, and staying in touch long after the first meeting.
Keeping clients well served
Reviewing plans when life changes: a baby, a new house, a new job.
Coaching
Giving and taking feedback that actually helps someone get better.
Recruiting and leading
Inviting the right people in, and helping them grow the right way.
Already an RCG partner?
Need help preparing for a client conversation, finding an approved tool or planning your next step? Partner support gets your question to the right person.
Thinking of joining us?
Ask us exactly what support you'd get, who gives it and how much of your time it needs. A clear picture now helps you decide whether this is the right place for you.
Everyone moves at their own pace, and your mentor adjusts the plan with you. Ask us for the next session dates.
The people you'd grow with.
Confidence is built week by week.
Tell us where you're starting from. We'll show you the support on offer and what each stage asks of you.