Facilitator Certification Program

Next 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) C
 omplete 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 youd prefer it to appear on your diploma)

- Mailing address

What Youll 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.

Facilitator & Coaching: Certification Program

Getting Started Course

Quiz for Managers

Name: Chelsea Beebe

Organization: Principal Financial Group
1. Which of the following is a feature of HPNs Dynamic eLearning Approach?
A. Course-driven content
B. Mobile-friendly display

C. Direct email notification

D. All of the above
2. Which feature is NOT available on the manager-only Admin Page view?
A. Saved Sessions
B. Assignments set-up
C. Assignments tracking
D. Activity Tracking Data
3. Which is NOT one of the best three ways to explore HPN University content?
A. Scroll through every video
B. Home page dashboard
C. Enhanced search
D. Browse the course library
4. Where will Advisors locate Courses which have been subscribed to them by a manager?
A. Search field
B. Saved Tab
C.
Enrolled Tab
D. Featured Tab
5. Where can managers assign a pre-fabricated 24-month collaborative curriculum to advisors?
A. Facilitator Resources
B. Coaching Resources
C. Sales Skills
D. Motivation
6. Where can managers locate a pre-fabricated classroom training curriculum?
A. Coaching Resources
B. Pre-contract Training
C. Enrolled courses
D. Facilitator Resources
7. Which is NOT one of the components included in a Facilitator-led Session?
B. Facilitator Guide Document
A. Full-length training video
C.
D. CE Course Summary
Class Attendees
8. Which is NOT one of the features of the Video Player?
A. Watch in HD
B. Ratings
D. Buffering
C. Title/Speaker/Description
9. Which of the following is trackable on the Reporting tab?
A. Course Completions
B. Logins
D. All of the above
C. Session Views
10. Which curriculum would be ideal to assign to a brand new advisor or intern?
A. Retirement Planning 401
B. Leadership
C.
Pre-Contract Training
D. Facilitator Resources

11. When using the enhanced Search feature, which is NOT one of the ways to locate content?
B.
A. By Speaker Name
By Year
D. By Title
C. By Keyword
12. Which of the following may appear on the home page Featured tab?
A. Monthly featured videos
B. Assignments
C. Favorite videos
D. Search History
13. Which of the following is NOT one of the main topics in the HPN University Content Library?
B.
A. Marketing
Investments
D. Practice Management
C. Sales Skills
14. In Assignments, which of the following can be completed?
A. Enroll advisors in Courses
B. Review assignments
D. All of the above
C. Track advisor progress
15. Which of the following topics is exclusive to Managers only?
A. Facilitator Resources
B. Motivation
C. Featured videos
D. Self-Study Curriculum

Getting Started Course

Scavenger Hunt for Managers

HPN University Navigation Topics

1. The fifth Course listed under Leadership Development features which HPN faculty member? Harry Hoopis
2. How many sub-topics are available under Sales Skills? 6
3. According to the Facilitator Curriculum Checklist Months 13-24, who is the first speaker featured in
Month Seventeen? Joey Davenport
4. What is the title of the first Session of the Pre-Contract Training curriculum? The Golden Age of Financial Services
5. Name a speaker featured in HPNs Masters Series. Ellen Rogin
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? The telephone
7. What is the first Coaching Guide debrief question for the Coaching Resources Session Balance,
Focus & Determination? How did Ms. Forrester define her best clients?
8. Which industry legend is featured in the 3rd Session of Leadership Academy - Track 3? Norm Levine

Manager Admin & Reporting Topics

1. What is the second Course listed alphabetically in Assignments? Activity Management
2. What are the three ways to view Completions in Reports? by course, by sessions, by tags
3. In Assignments, how many Courses are available featuring the title
Closing? six
4. In Reports, name the two items tracked under User. Logins, Registration
5. Assign yourself a course- What title did you select? Achieving Work/Life Balance

Facilitator & Coaching Certification

CAPSTONE WORKSHEET

Manager Name:
Organization Name:

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.

Mo nt h O n e
Week 1

Class Date:
Session Title:
Facilitator:
Class Date:
Session Title:
Facilitator:

Week 2

Class Date:
Session Title:
Facilitator:
Week 3

Class Date:
Session Title:
Facilitator:

Week 4

Mo nt h T w o
Week 1

Class Date:
Session Title:
Facilitator:
Class Date:
Session Title:
Facilitator:

Week 2

Class Date:
Session Title:
Facilitator:
Week 3

Class Date:
Session Title:
Facilitator:

Week 4

Mo nt h Thr ee
Week 1

Class Date:
Session Title:
Facilitator:

Week 2

Class Date:
Session Title:
Facilitator:
Week 3

Class Date:
Session Title:
Facilitator:

HPN University

Week 4

Class Date:
Session Title:
Facilitator:

Facilitator & Coaching Certification

Page 1

Facilitator & Coaching Certification

CAPSTONE WORKSHEET

STEP 2: MANAGER LIST

DETERMINE WHICH MANAGERS, COACHES, OR FRONT-LINE
LEADERS WILL USE HPN UNIVERSITY TO ASSIGN COURSES
TO ADVISORS.

ROLE

NAME

EMAIL ADDRESS

Champion: responsible for driving

implementation and activity
Admin: responsible for user list maintenance
and activity tracking

STEP 3: ADVISOR DEVELOPMENT ROADMAP

SELECT A SPECIFIC ADVISOR. DESIGN A THREE-COURSE
ROADMAP TO ASSIGN TO THEM OVER THE NEXT
QUARTER.

Advisor Name:
Month 1

Course Title:
Assign Date:
Month 2

Course Title:
Assign Date:
Month 3

Course Title:
Assign Date:
Email your completed course work to:

HPNCertification@hoopis.com
HPN University

Facilitator & Coaching Certification

Page 2