Where will the ongoing training provided by Focus Cfo be held?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
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- Provide ongoing training and updates in areas such as business development, client delivery, or other relevant industry topics; this training will be either virtual or at a location within the United States. You will be responsible for any travel and lodging expenses required to attend the training. (Franchise Agreement, Section 6, 7, Att. C).
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.
Franchisees are 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. You are also responsible for your own travel, lodging, food and other out-of-pocket expenses for this training program, if applicable.
Franchisees are required to attend Tuesday Night Training and Best Practices Sessions during the first year. These sessions are held virtually on the second Tuesday of each month.
Franchisees are required to complete online cybersecurity training that we provide to you during your initial training program. This training should be completed within one (1) week of receiving a link to the training. In addition, all franchisees are subject to phishing testing campaigns conducted by Focus CFO's IT provider. If you fail the testing, you will be required to complete additional online cybersecurity training provided by us.
You are required to participate in an 11-month Sandler Sales Training program through our approved vendor, The Ruby Group, the cost of which is paid for by Focus CFO. The required program includes a Bootcamp and eleven (11) months of reinforcement training and coaching.
You are expected to begin this program within 120 days of signing the Franchise Agreement. The program starts with a Bootcamp that is offered either in-person (a two-day back-to-back session in Columbus, OH) or virtually (as 4 half-day sessions with two sessions held each of two consecutive weeks) by The Ruby Group. After the completion of Bootcamp, you will begin reinforcement training and coaching which is conducted virtually and includes 90 minutes of virtual instruction held once a week. Coaching consists of individualized monthly one-on-one coaching sessions with an assigned Sandler coach. You are also responsible for your own travel, lodging, food and other out-of-pocket expenses for this training program, if applicable.
- (3) From time to time, Focus CFO may hold "in person" best practices sessions. If you choose to participate in these sessions, you will be responsible for any travel and lodging expenses.
- (4) Local Group Meetings are conducted by the local Focus CFO Area Presidents, each of whom have at least 25 years' experience as a business leader.
- (5) All AP Sessions and All Hands Meetings are conducted by Brad Martyn and/or David Tramontana, President. David has 6 years of experience with Focus CFO and 25+ years of business experience.
- (6) Sandler Sales Training is conducted by our approved vendor, The Ruby Group, a franchisee of the Sandler Systems, Inc.
- (7) CEPA Training is conducted by our approved vendor, The Exit Planning Institute.
- (8) Cybersecurity training is provided by Focus CFO through our IT vendor.
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 17–23)
What This Means (2025 FDD)
According to Focus Cfo's 2025 Franchise Disclosure Document, ongoing training and updates will be provided either virtually or at a physical location within the United States. This training covers areas such as business development, client delivery, and other relevant industry topics. Franchisees are responsible for their own travel and lodging expenses if the training is held at a physical location.
Focus Cfo also requires franchisees to attend the Focus CFO Mastery Program, which consists of six 90-minute virtual sessions held twice a month. Additionally, franchisees must attend one Climb the Mountain® Workshop, which is held in person at a location within the United States at least twice a year. Franchisees are responsible for their own travel, lodging, food, and other out-of-pocket expenses for this in-person training program.
During the first year, franchisees are required to attend Tuesday Night Training and Best Practices Sessions, which are held virtually on the second Tuesday of each month. Franchisees are also required to complete online cybersecurity training, with additional training required if they fail phishing tests. Furthermore, franchisees are expected to participate in an 11-month Sandler Sales Training program, which includes a Bootcamp offered either in-person in Columbus, OH, or virtually, followed by weekly virtual reinforcement training and monthly one-on-one coaching sessions. Franchisees are responsible for their travel, lodging, and food expenses for the in-person Bootcamp.
Focus CFO may also hold in-person best practices sessions from time to time, and attendance is optional. If a franchisee chooses to participate in these sessions, they are responsible for their own travel and lodging expenses. Local Group Meetings are conducted by the local Focus CFO Area Presidents. All AP Sessions and All Hands Meetings are conducted by Brad Martyn and/or David Tramontana, President. Sandler Sales Training is conducted by The Ruby Group, and CEPA Training is conducted by The Exit Planning Institute. Cybersecurity training is provided by Focus CFO through their IT vendor.