About
Week 2 of the CBTC Bound for Success program is focused on helping advisors learn how to actually operate like a travel professional. During this week, advisors build confidence in the core skills of the business, researching destinations, matching clients with the right vendors, creating quotes, and processing payments correctly. Participants will learn how to manage documentation, handle payments securely, and offer travel insurance the right way while understanding why compliance matters. Advisors will also practice using Travefy by creating a full test itinerary and begin expanding their vendor portfolio by registering with preferred suppliers and completing training. By the end of Week 2, you will understand: ✔️ Know how to research destinations ✔️ Understand how to process payments safely ✔️ Know how to offer insurance correctly ✔️ Be comfortable using Travefy for quotes
You can also join this program via the mobile app. Go to the app