Training Materials

When you are accepted as a member, you receive a Welcome Box filled with everything you need to get started in our ACA Success Program. Here's a quick look at what's included:

ACA Self Study Program Materials -- You receive a Self-Study Manual containing twelve modules that cover everything from the issues of setting up and running your practice to a complete overview of each appointment in the Cambridge System™. Another manual guides you through each piece of our Marketing Tool Kit and putting all those pieces together in a marketing plan to grow your practice. The Advisor Desk Reference is a fully customizable procedures manual for every client appointment.

Videotapes & DVDs -- You receive two sets of videos - presentations that supplement your Self-Study manual and demonstration videos of every client appointment. These aren't actors - they're real ACA members. Watching them at work will help you not only understand the flow of each appointment, but you'll learn tips and techniques for interacting effectively with your clients.

Cambridge Classic Capsules These CDs and accompanying booklets by Cambridge System™ founder, Bert Whitehead, are included as part of your self-study program. And you can purchase additional single capsules or entire sets to share with clients. And Much More... Why Smart People Do Stupid Things With Money the groundbreaking book by Bert Whitehead. Required reading for the Self-Study program, it's the primer on holistic financial planning. Get Clients Now by C.J. Hayden. Help put your marketing plan in action with focused, effective daily activities. A great supplement to your other ACA marketing materials. Getting Things Done by David Allen. Learn "The Art of Stress-Free Productivity." Get more of the right things done and more fully relax when you have complete confidence in your to-do and follow-up system. Resource Partner Package Samples and information from ACA Resource Partners. Our resource partners offer discounts on a variety of products and services. Training Module Samples (303 KB) © 2005-2008, Alliance of Cambridge Advisors, Inc.