Sponsor Resources
Sponsor Responsibilities with Application Modules
Sponsors will be required to review and validate document submissions for application modules. To assist you, each of the application modules include instructions that outline the application modules requirements for both enrolled members and ...
Reviewing a Revised File Submission by an Enrolled Member
In instances where you marked an enrolled member's submission as incomplete, requiring him/her to upload a new file for your review when ready, you will need to re-review, mark and provide feedback on a new submission by the enrolled member. Follow ...
Accessing Your Enrolled Member's Roadmap
Log in to the LMS. Open the Teams page. Click on the Roadmap link below the enrolled member you wish to view. The user's roadmap overview will display, including: A description of and link to the roadmap. The roadmap's due date The enrolled member's ...
Viewing Your Trainee's Information
Sponsors have access to a Team page, which shows the progress for each of their assigned trainees. To access the Team page: Log in to the LMS. Select Team from the top menu. The Team page displays, listing each of your trainees. From this page, you ...
How do I review my enrolled member's Practice Diary?
Reviewing your enrolled member's Practice Diary involves the same step as reviewing any submitted document by an enrolled member. See Reviewing a Document Uploaded By Your Enrolled Member for these instructions.
Reviewing a Document Uploaded By Your Trainee
Trainees are required to upload documents for sponsor or FPBC review as part of certain modules in their roadmap. Specifically, you will need to review documents uploaded as part of the following application modules that may be part of your trainee's ...