Schwab Financial Consultant Academy The Schwab Financial Consultant Academy is an 18- to 24-month program that prepares you for a role as an Associate Financial Consultant and, ultimately, for the role of Financial Consultant. With a series of steps that include learning, on-the-job experience, and mentorship, the FC Academy is designed to position you for success in the dynamic financial services industry. General Client Service Service Foundation Training and Preparation for Series 7 and 66 Examinations* 1 st Year Trading Client Service Trading Foundation and Advanced Training Business Development Opportunities 2 nd Year Wealth Management Training Specialty Client Service Continued Wealth Management and Sales Client Outreach and In-Branch Experience Associate Financial Consultant on course for Financial Consultant > 1:1 Coaching > Team Building > Internal Network Building > Milestone Rewards Classroom, self-study, and web-based learning and development programs Inbound service/trading interactions (phone, chat, email), and serving clients with passion and integrity Business development–outbound or inbound calls, in-branch client events, identifying and championing client goals Learn more at www.aboutschwab.com/work-at-schwab/FCAcademy *Registration requires the passing of FINRA Administered Qualification Examination(s). Charles Schwab & Co., Inc. is an EEO/AA employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, or any individual’s status in any group or class protected by applicable federal, state, or local law. ©2015 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC0008410 (0215-1064)