What training programs must the Designated Individual for a Caring Transitions franchise attend?
Caring_Transitions Franchise · 2025 FDDAnswer from 2025 FDD Document
ARTICLE 7
DUTIES OF FRANCHISEE
7.1 Training.
- (a) Franchisee (or, if Franchisee is other than an individual, the Designated Individual) shall complete, to Franchisor's satisfaction, Franchisor's initial training program.
Franchisor shall provide and pay for the instructors, training facilities, and training materials used in the initial training program.
Franchisee shall pay all other expenses incurred by Franchisee and its trainees, including, without limitation, the cost of travel, room, board, wages and payroll taxes.
If Franchisee or the Designated Individual fails to begin the training program within ninety days after the Effective Date of this agreement, then Franchisor may terminate this agreement without refunding any money paid by Franchisee.
- (b) Franchisee acknowledges that the grant of the franchise under this agreement is conditioned upon the successful completion of Franchisor's initial training program by Franchisee (or, if Franchisee is other than an individual, the Designated Individual).
If, during the course of the initial training program or within fifteen days thereafter, Franchisor concludes that such individual has not exhibited the aptitude, abilities, or personal characteristics necessary or desirable to successfully operate the franchised business in accordance with the System Standards, Franchisor may, in its sole discretion and judgment, cancel this agreement and all rights hereunder by giving notice to Franchisee.
Upon the cancellation of this agreement pursuant to this paragraph, Franchisee shall return to Franchisor the Manual and all other materials, information, and other items that Franchisee received from Franchisor, including all copies thereof and notes thereon, and all provisions of this agreement applicable upon, or which are intended to survive, its termination shall apply, except for sections 15.3 and 15.4 relating to post-termination competition and solicitation.
- (c) Franchisor may require that Franchisee (or its Designated Individual) attend refresher courses, seminars and other training programs from time to time.
Franchisor may charge a fee for such additional or ongoing training.
Source: Item 20 — OUTLETS AND FRANCHISEE INFORMATION (FDD pages 41–49)
What This Means (2025 FDD)
According to Caring Transitions' 2025 Franchise Disclosure Document, the Designated Individual, if the franchisee is not an individual, must complete Caring Transitions' initial training program to the Franchisor's satisfaction. The franchisor is responsible for the costs of the instructors, training facilities, and training materials used in the initial training program. However, the franchisee is responsible for all other expenses, including travel, room, board, wages, and payroll taxes.
Furthermore, Caring Transitions may require the franchisee or its Designated Individual to attend refresher courses, seminars, and other training programs periodically. The franchisor may charge a fee for these additional or ongoing training programs, and the franchisee is responsible for all expenses incurred, including travel, room, board, wages, and any training fees charged by the franchisor.
If the franchisee or Designated Individual fails to begin the initial training program within ninety days after the franchise agreement's effective date, Caring Transitions may terminate the agreement without refunding any money paid by the franchisee. Additionally, if Caring Transitions concludes during or within fifteen days after the initial training program that the individual lacks the necessary aptitude, abilities, or personal characteristics to operate the franchised business successfully, Caring Transitions may cancel the agreement and all rights, requiring the franchisee to return all materials received from the franchisor.