TRAINING
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.
WEALTH MANAGEMENT UNIVERSITY
Develop your skillset 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. Opportunities are also available to build upon your designations in specific
business management areas:
- Certified Wealth Strategist® (CWS®) Program
- Certified Retirement Counselor® (CRC®) Program
- Accredited Investment Fiduciary® (AIF®) Program
- Certificate in Applied Behavioral Finance
- Masters Courses
CONNECT – NATIONAL CONFERENCE
Connect is one of the industry’ s largest and most prominent gathering. Designed in partnership with representatives from each of Cetera’s member firms, the purpose of the event is to bring industry leaders together to redefine and transform the client-advisor relationship in an era of technological innovation, operational disruption and profound demographic shifts.
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.
ADMINISTRATIVE ASSISTANT & BRANCH ASSOCIATE TRAINING
We understand that behind most successful organizations are great associates and employees there to support your business. We offer multiple opportunities throughout the year for your administrative professionals to become better. These include:
- Operations Forum – twice a year
- Connect National Conference
- Administrative assistants’ study group
ADVISOR NEWS
Stay current with this bi-weekly newsletter full of relevant industry news and events relevant to your business.
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.