Financial-development
Our financial development program is structured to accommodate participation at three distinct levels (Club, Olympian, and Professional). However, while each member has the opportunity to participate at any one of the three levels, the FNGroup will make a recommendation as to a suitable participation level based on the member’s financial status, resources, and developmental needs.
The Club Level: This level is designed for individuals who have a need to gain basic knowledge, awareness and experience with establishing and maintaining personal financial budgets, savings and investment plans. A typical member participating at this level would have cash and other invested assets totaling under $50,000, in banks regular and money market saving accounts, CD’s, and mutual funds and can be classified as a novice, intermediate or advance Club Level participants.
The Olympian Level: This level is designed for individual who have demonstrated knowledge and experience with establishing and maintaining financial investments and savings plans. A typical member participating at this level would have an investment portfolio totaling under $250,000 in cash and other assets, invested, such as regular and money market saving accounts, CD’s, bonds, stocks, real estate investment trust (REITS), and mutual funds and would be classified as bronze, silver and gold Olympian Level participants depending on their financial status.
The Professional Level: This level is designed for individuals with invested assets totaling over $250,000. Members at this level would be provided the highest level of personalized investment advisory and financial services available, and be classified as Emerald, Ruby and Diamond Professional Level participants depending on their financial status.