What does the initial training for Focus Cfo franchisees cover?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
- 6.1. Initial training on the Focus CFO standard business development process and client delivery best practices. The initial training program starts with Franchisee completing the required sections of Focus CFO's Playbook, which can be accessed and completed remotely. After completing the required sections, a representative of Focus CFO will meet with Franchisee to review the material.
Franchisee will not be authorized to participate in group marketing activities or any meetings with current or potential Focus CFO clients until Franchisee's initial training is completed.
Franchisee is required to attend, and successfully complete certain training programs as set forth in Attachment C.
Franchisee is also encouraged to attend other optional training opportunities recommended by Focus CFO, which are also set forth in Attachment C.
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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- 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 in-person at a location within the United States.
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- Franchisee is required to complete online cybersecurity training provided by Focus CFO during Franchisee's initial training. This training should be completed within one week of receiving the link to the training. In addition, Franchisee will be subject to phishing testing campaigns conducted by Focus CFO's IT services provider. If Franchisee fails the testing, Franchisee will be required to complete additional online cybersecurity training provided by Focus CFO.
- Franchisee is required to attend Tuesday Night Training and Best Practices Sessions. during the Franchisee's first year. These sessions are 60 minutes and occur virtually on the second Tuesday of the month.
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, initial training covers the Focus Cfo standard business development process and client delivery best practices. The initial training program begins with the franchisee completing required sections of Focus Cfo's Playbook remotely. After completing these sections, a Focus Cfo representative will meet with the franchisee to review the material. Franchisees will not be authorized to participate in group marketing activities or meetings with potential clients until the initial training is completed.
In addition to the initial training, franchisees are required to attend and successfully complete certain training programs as outlined in Attachment C of the Franchise Agreement. Franchisees are also encouraged to attend other optional training opportunities recommended by Focus Cfo, also detailed in Attachment C. Required training within the first year includes the Focus Cfo Mastery Program, consisting of six 90-minute virtual sessions, and one Climb the Mountain® Workshop, held in-person within the United States.
Furthermore, franchisees must complete online cybersecurity training provided by Focus Cfo during their initial training, to be completed within one week of receiving the training link. Franchisees are also subject to phishing testing campaigns, and failure of these tests may require additional cybersecurity training. Franchisees are also required to attend Tuesday Night Training and Best Practices Sessions, which are 60-minute virtual sessions held monthly during the franchisee's first year.