Training 2+2+2

Training is the essence of a good startup and Interface endeavors to have franchisees up and running in the shortest time possible. It is our aim to have the franchise open for business within 30-60 days of signing a franchise agreement.

Initial training is 6 days and is broken down into 3 two-day Modules. Additionally, Interface provides ongoing coaching and training for the entire term of a franchise. Below is a brief overview of our training program.

To receive a detailed overview of “The Interface Financial Group®” please complete our, “Franchise Information Request Form”.

Module 1:
The initial module begins with the franchisee conducting a self-directed training session under the guidance of Interface. Interface executive staff are involved and available for questions during this process. Approximately one week after signing a franchise agreement, franchisees receive their 9-volume Operations Manual and materials. Along with this, they receive a detailed Training Workbook filled with assignments and exercises designed to guide the franchisee through the most important aspects of their manuals and maximize retention of the information. It is normal for a franchisee to need about a two-week period in which to review and digest this material.

During that time that you are reviewing the material we are also busy, we are customizing all of the relevant forms, contracts, agreements, etc. that will be required for the franchisee to commence operations. Similarly, at this time all of your printed material is prepared. This consists of letterhead, envelopes, business cards and marketing brochures. At this time we also have to create and customize your personal copy of the Interface IDEA accounting software, which is supplied to you on a CD-ROM during training Module two.

Module 2:
Once all of that material is completed and you have completed Module one, you will then attend a 2-day training session at our Irvine headquarters facility in California. This is Module two and focuses on Interface background, transaction methodology, software applications and much more.

Module 3:
Module three comes approx 7/14 days after satisfactory completion of the Irvine training. In Module three we visit your location for a two-day calling program to get your Lead Source Referral Group started. This is a time of practical marketing. The Interface training professional will go with the franchisee and, by appointment (already made by Head Office) will call on potential lead source referral parties. It is normal that over a two-day period as many as 12 banks, non-bank lenders, and/or accountants might be visited. This starts the process of channeling referrals for your franchise. In some previous training sessions, referrals have been made during the initial visits that have resulted in the establishment of an immediate prospective client base.

The cost of training is all included in the franchise fee with the exception of the Irvine portion where the franchisee is responsible for travel, lodging and living expenses.

To receive a detailed overview of “The Interface Financial Group®” please complete our, “Franchise Information Request Form”.


  Disclaimer: This information is not intended as an offer to sell or the solicitation of an offer to buy a franchise. We offer franchises solely by means of our Uniform Franchise Offering Circular. Certain states and foreign countries have laws governing the offer and sale of franchises. If you are a resident of one of these states or foreign countries, we will not offer you a franchise unless and until we have complied with all applicable legal requirements in your jurisdiction.Copyright © 1998 - 2007