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We offer a stimulating variety of seminars,
academies, workshops, eFORUMs, coaching, and other programs that provide
functional training as well as practice management coursework.
Topical, relevant subject matter taught by respected industry leaders,
with curricula derived from our financial advisors’ and industry
experts’ input, our course selection is vast and continually expanding.
Gain insight on everything from marketing to a more affluent clientele,
sales strategies and processes used by top financial advisors, to the
latest trends in delivering services to clients. We know you’re
busy, so there’s a diverse selection of on- and off-site, live,
recorded, online, and interactive media that you can access according
to your schedule.
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