Facilitator & Coaching: Certification Program

Facilitator Certification ProgramNext Steps

Congratulations on Completing the getting started Course for managers!To become a Certified HPN University Facilitator, Follow These Three Steps:

1) Download this PDF Document (look for the download icon at the top right of this screen) 2) Complete the Getting Started Course Quiz, Virtual “Scavenger Hunt” Activity, and Capstone Plan,

which are all included in the PDF. 3) Save the completed PDF and email it to HPNCertification@hoopis.com

Include your:

- Full name (as you’d prefer it to appear on your diploma)

- Mailing address

What You’ll reCeive

Upon completion of this course, you will receive: - An Official HPN University Facilitator & Coaching Certification Program Diploma - Official digital certification seal - perfect for your email auto-signature, website, or social media profiles! - A signed copy of Harry Hoopis’ Book, The Road to the Bountiful Life

hoW to save Your Completed materials:In order to save your completed coursework and capstone, we recommend the following: Right click on the document and select “Print”. Instead of sending to your regular printer, look for the option to “Save as PDF”. Name the file. Once you have saved the document, email it as an attachment.

Name: Organization:

1. Which of the following is a feature of HPN’s Dynamic eLearning Approach?A. Course-driven contentC. Direct email notification

B. Mobile-friendly displayD. All of the above

2. Which feature is NOT available on the manager-only Admin Page view?A. Saved SessionsC. Assignments tracking

B. Assignments set-upD. Activity Tracking Data

3. Which is NOT one of the best three ways to explore HPN University content?A. Scroll through every videoC. Enhanced search

B. Home page dashboardD. Browse the course library

4. Where will Advisors locate Courses which have been subscribed to them by a manager?A. Search fieldC. Enrolled Tab

B. Saved TabD. Featured Tab

5. Where can managers assign a pre-fabricated 24-month collaborative curriculum to advisors?A. Facilitator Resources C. Sales Skills

B. Coaching Resources D. Motivation

6. Where can managers locate a pre-fabricated classroom training curriculum?A. Coaching ResourcesC. Enrolled courses

B. Pre-contract TrainingD. Facilitator Resources

7. Which is NOT one of the components included in a Facilitator-led Session?A. Full-length training videoC. Class Attendees

B. Facilitator Guide DocumentD. CE Course Summary

8. Which is NOT one of the features of the Video Player?B. RatingsA. Watch in HD

C. Title/Speaker/Description D. Buffering

9. Which of the following is trackable on the Reporting tab?A. Course CompletionsC. Session Views

B. LoginsD. All of the above

10. Which curriculum would be ideal to assign to a brand new advisor or intern?A. Retirement Planning 401C. Pre-Contract Training

B. LeadershipD. Facilitator Resources

Getting Started Course Quiz for Managers

11. When using the enhanced Search feature, which is NOT one of the ways to locate content?B. By YearA. By Speaker Name

C. By Keyword D. By Title

12. Which of the following may appear on the home page Featured tab?A. Monthly featured videosC. Favorite videos

B. AssignmentsD. Search History

13. Which of the following is NOT one of the main topics in the HPN University Content Library?A. MarketingC. Sales Skills

B. InvestmentsD. Practice Management

14. In Assignments, which of the following can be completed?A. Enroll advisors in CoursesC. Track advisor progress

B. Review assignmentsD. All of the above

15. Which of the following topics is exclusive to Managers only?A. Facilitator ResourcesC. Featured videos

B. MotivationD. Self-Study Curriculum

HPN University Navigation Topics

1. The fifth Course listed under Leadership Development features which HPN faculty member?

2. How many sub-topics are available under Sales Skills?

3. According to the Facilitator Curriculum Checklist Months 13-24, who is the first speaker featured in

Month Seventeen?

4. What is the title of the first Session of the Pre-Contract Training curriculum?

5. Name a speaker featured in HPN’s Masters Series.

6. What are the first two words of the “Overview” Section of the Facilitator Guide in Month 8, Session

1 of the Facilitator-Led Curriculum?

7. What is the first Coaching Guide debrief question for the Coaching Resources Session “Balance,

Focus & Determination”?

8. Which industry legend is featured in the 3rd Session of Leadership Academy - Track 3?

Manager Admin & Reporting Topics

1. What is the second Course listed alphabetically in Assignments?

2. What are the three ways to view Completions in Reports?

3. In Assignments, how many Courses are available featuring the title “Closing”?

4. In Reports, name the two items tracked under User.

5. Assign yourself a course- What title did you select?

Getting Started Course Scavenger Hunt for Managers

HPN University Facilitator & Coaching Certification Page 1

Manager Name: Organization Name:

M o nt h O n e Week 1

Class Date: Session Title: Facilitator:

Week 2 Class Date: Session Title: Facilitator:

Week 3 Class Date: Session Title: Facilitator:

Week 4 Class Date: Session Title: Facilitator:

M o nt h T w o Week 1

Class Date: Session Title: Facilitator:

Week 2 Class Date: Session Title: Facilitator:

Week 3 Class Date: Session Title: Facilitator:

Week 4 Class Date: Session Title: Facilitator:

M o nt h T h r e e Week 1

Class Date: Session Title: Facilitator:

Week 2 Class Date: Session Title: Facilitator:

Week 3 Class Date: Session Title: Facilitator:

Week 4 Class Date: Session Title: Facilitator:

Facilitator & Coaching Certification CAPSTONE WORKSHEET

STEP 1: 90-DAY FACILITATOR- LED TRAINING PLAN USING THE FACILITATOR RESOURCES CONTENT, PRE-SELECT WEEKLY CLASSROOM

TRAINING SESSIONS FOR THE NEXT THREE MONTHS. DESIGNATE A TRAINING

FACILITATOR FOR EACH SESSION.

HPN University Facilitator & Coaching Certification Page 2

ROLE NAME EMAIL ADDRESS Champion: responsible for driving implementation and activity Admin: responsible for user list maintenance and activity tracking

Advisor Name:Month 1

Course Title: Assign Date:

Month 2 Course Title: Assign Date:

Month 3 Course Title: Assign Date:

STEP 2: MANAGER LIST DETERMINE WHICH MANAGERS, COACHES, OR FRONT-LINE LEADERS WILL USE HPN UNIVERSITY TO ASSIGN COURSES

TO ADVISORS.

STEP 3: ADVISOR DEVELOPMENT ROADMAP SELECT A SPECIFIC ADVISOR. DESIGN A THREE-COURSE

ROADMAP TO ASSIGN TO THEM OVER THE NEXT QUARTER.

Facilitator & Coaching Certification CAPSTONE WORKSHEET

Email your completed course work to:

HPNCertification@hoopis.com