PMD Passport Online Training Program™ 

The PMD Passport Online Training Program™ is a year-long skills enhancement program that helps PMD FAs master strategic intent, mental awareness and total health alignment. The Program is designed to support the highest success of new Financial Advisors, via targeted monthly videos bundled with homework assignments and monthly live Q & A conference calls.

What makes this online program unique is its strategic focus on the foundational factors necessary for your greatest success as a PMD Financial Advisor: client acquisition, retention and practice growth strategies ~ Matthew Cross, practical tools for enhanced health, energy and wellness ~ Chris Johnson, strategies for stress reduction, resilience and focus ~ Dr. Phil Nuernberger.

The PMD Passport ™ is so named because the skills developed within this program are your passport to a successful career as a Financial Advisor.

Until now, the faculty’s expertise has only been made available to top level FAs within Merrill Lynch and by invitation only. This is the first time that this caliber of online training is being offered to a select group of PMD FAs such as yourself.

The PMD Passport Online Training Program™ has 12 Levels, one level per month. Each level requires approximately 60 minutes of video viewing combined with a one page homework assignment and a 3 minute quiz. Before your start the program, you’ll receive a Peak Performance Passport™ to track your progress as you work through the program's levels.