AST Qual Form

Advanced Sales Training

Qualification Form
Qualification for the November AST is closed at this time as we have reached capacity for our intake for this event. If you would like to get an advisor added to the waitlist, please email event coordinator Taylor Smith at taylor.smith@simplicitygroup.com.
Live Confirmed
Notes
AST Date:*
Are you registering an advisor or yourself?

AdvisorMyself
Register for the November 13th & 14th (Phoenix, AZ) AST Date
Advisor Details
Advisor First Name*
Advisor Last Name*
Advisor Email Address*
example@example.com
Advisor Phone Number*
Salesforce Contact/Lead Profile*
Ex: https://simplicity.lightning.force.com/lightning/r/User/0054V00000GLQELQA5/view
If your advisor is not in Salesforce, please explain why below:
Submitted business 6 months prior to the AST Start Date (selected above):*

YesNo
Submitted Premium
Have you requested an exception from your Simplicity affiliate office's Partner and submitted the approval to the Simplicity Events Team?*

YesNoI am the Partner
Please request an exception from your affiliate Simplicity Partner and submit it to the Events Team as soon as possible to ensure your advisor gets qualified in time for the event.
Qualification Status
Notes
Is the advisor affiliated with a Broker Dealer?*
Which Broker Dealer are they affiliated with?*
Is the Broker Dealer affiliated with Simplicity?*
BD Approval
ADC Information
ADC First Name:*
ADC Last Name:*
ADC Email Address*
example@example.com
ADC Phone Number:*
Affiliate Office*
Submitted Date

MonthDayYear
Date
Hour MinutesAM/PM Option
Should be Empty:

Advanced Sales Training

Advisor Details

ADC Information