Training

Sharpen Your Competitive Edge

With all that goes into being a financial advisor and business owner, there usually isn’t enough time to stay up on changes in the industry. To help you maintain your competitive edge, we offer one of the most comprehensive training programs in the industry. From interactive off-site meetings to conventions and on-demand learning solutions, everything is designed with your busy schedule in mind.

DOL DynamIQs

Feel confident you have a complete solution for the new regulatory landscape created by the DOL Fiduciary Rule with DOL DynamIQs, pairing technology to help you better understand how the rule will affect your business with the knowledge base and human capital to help ensure you are compliant when the rule goes into effect. To learn more about the rule, how it will impact your revenue, and to help you start formulating a plan, download our DOL DynamIQs Quick Guide.


Wealth Management University

Develop your skill set through intensive, multi-day classes with top industry educators, where you’ll learn to address the unique needs of affluent investors, create strategies for practice management challenges, and acquire more affluent clients.

National Convention

Elevate your outlook at this three-day event held at the world-class Boca Raton Resort & Club, and featuring top industry speakers, high-level networking events with your peers and strategic partners, hands on technology training and value-added breakouts and panel sessions.

Regional Meetings

Accelerate your business growth and connect with your peers at these one-day meetings featuring keynote speakers, innovative business strategies and peer roundtables.

Client Chronicles—Case Study Webinar Series

This popular series showcases "real world" situations and problems your clients and prospects may face, while offering real-life solutions you can leverage to help those clients achieve their goals. These informative webinars should reduce the time you need to spend on research while creating new opportunities.

SNOW (Summit News of the Week)

Stay current with this weekly newsletter full of relevant industry news and events.

On-Site Visits

Develop a deeper understanding of products with on-site visits from our strategic partners.

Online Continuing Education

Expand your knowledge online from the convenience of your home or office.