Is attendance at the Focus CFO Mastery Program mandatory for new franchisees?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
tage of. If Franchisee is not satisfying the Area President Responsibilities and/or Performance Standards to Focus CFO's satisfaction, Franchisee may be required to perform additional training at Franchisee's own cost and expense.
Required Training which Franchisees are required to attend and successfully complete in their first twelve months after the effective date of their Franchise Agreement:
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- All new Franchisees are required to attend the Focus CFO Mastery Program. This program reinforces mandatory specifications, standards and procedures, and best practices introduced in the initial training in Playbook. The program consists of six 90-minute sessions held the second and fourth Monday of each month. Sessions are held virtually.
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- Area Presidents are required to participate in a Sandler Sales Training program through our approved vendor, The Ruby Group. The required program includes a Bootcamp and a minimum of eleven (11) months of reinforcement training and coaching. Area Presidents are expected to begin this program within 120 days of signing the Franchise Agreement. The program starts with a Bootcamp which is offered either in-person (a two-day back-toback session in Columbus, Ohio) or virtually (as 4 half-day sessions with two sessions held during each of two consecutive weeks) by The Ruby Group. After the completion of Bootcamp, the Area President will begin reinforcement training and coaching. Reinforcement training sessions are conducted virtually and include 90 minutes of virtual instruction held once a week. Coaching consists of individualized monthly one-on-one coaching sessions with an assigned Sandler coach. We will pay for the cost of this program up through the eleventh month of reinforcement training and coaching. Should an Area President elect to continue to participate in reinforcement training and coaching beyond the required minimum eleven (11) months, the Area President is responsible for 100% of the monthly costs for the duration of their participation. The current negotiated cost of the reinforcement training and coaching with The Ruby Group is $550 per month. Area Presidents are also responsible for their own travel, lodging, food and other out-of-pocket expenses, if applicable.
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- Franchisee is required to attend one Climb the Mountain® Workshop. This workshop reinforces best practices introduced in the initial training in Playbook. This workshop is offered at least twice a year and is held i
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, attendance at the Focus CFO Mastery Program is mandatory for new franchisees. All new Focus Cfo franchisees must attend and successfully complete this program within their first twelve months after the effective date of their Franchise Agreement.
The Focus CFO Mastery Program reinforces mandatory specifications, standards, procedures, and best practices that are initially introduced in the Playbook training. The program consists of six 90-minute virtual sessions held on the second and fourth Monday of each month.
In addition to the Focus CFO Mastery Program, franchisees are required to attend one Climb the Mountain® Workshop, which reinforces best practices introduced in the initial Playbook training. This workshop is offered in-person at least twice a year at a location within the United States. Franchisees must also complete online cybersecurity training provided by Focus CFO during their initial training, which should be completed within one week.