Are you an accountant or own a tax office?
Free financial training for your client
We offer you a powerful tool to help your clients manage their finances, start investing, and plan for their future — completely free for both you and them.
What do we offer?
Training delivered by Fidelity Investments experts, one of the largest and most trusted financial firms in the country.
What’s in it for you as a professional?
How does it work?
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You simply refer interested clients
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Our team contacts them directly
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We offer them free financial training — no cost to you or your team
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You don’t have to do anything else
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Your client receives professional and reliable guidance
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You can earn bonuses for each successful referral
You win , Your clients win!
Schedule a quick info call or request a visit to your office. We’re providing training all across South Florida.
📧 Administracion@visionaca.com