Facilitator Materials and Learning Resources

Broker Retail Training

Overview

Developed presentation-based training content for Broker Retail Training to support brokers working in retail environments. The project centered on practical event setup guidance, compliance-aligned expectations, and content designed for both in-person and virtual delivery.

Deliverables

A PowerPoint-based training supported by an event execution guide, compliant tabletop setup examples, and grassroots marketing resources.

Focus Areas

Retail event readiness, compliance support, practical broker guidance, and presentation-based learning resources.