Step-by-step
to register

Click here for Step-by-step checklist of the whole process

After receiving an official invitation from Equidigm Financial Group or one of its agents or representatives, please follow this step-by-step registration process:

1. Register for an Equidigm Boot Camp + License - you will be asked if you want to attend the State Licensing class, or just the marketing training. 

2. Submit the Confidentiality Agreement

3. If you are planning to get your insurance state license:
All states except California: we recommend Dearborn Financial Training
San Diego, CA: we recommend Mike Russ School. Simply show up the first day of class and you'll be able to register onsite (cost is also $209 but tell them you are with Equidigm's Wealth Builders to receive a $20 discount coupon).

4. Make your arrangements for transportation/flight to the training location.

5. Make arrangements for hotel or place to stay.

6. We will send you more info + logistics details as they become available. Please go back on a regular basis to the Training Fact Sheet for updates.

7. For the California State Exam, we recommend the following: if attending the Mike Russ school, attend the Monday's review class, attend the Study Hall on the Tuesday AM, and write the exam that same Tuesday PM. Once you determined the date you will be attending school, book yourself for the exam right away, to ensure you get the date you want. See details for that online exam registration.