Professional Development

Our regional and national programs give you direct access to our senior executives and strategic partners as well as some of the top minds in the industry.


Our educational opportunities range from on-demand and live technology training to networking and training programs, product training, webcast conference calls, and economic commentaries. Product education events deliver expert insight on technical information, business-building strategies and sales ideas. In-depth conference calls feature timely discussions on topics such as retirement plans, alternative investments, and third-party money managers.

Educational Forums

Connect Conference

Our annual advisors conference gives you the opportunity to learn new approaches and challenge your thinking through general sessions, productive breakouts and special events.

Excellerate Workshops

Your designated Regional Planning Specialist holds workshops three times a year in your area to help you meet the needs of your clients, as well as give you an opportunity to discuss and share practice management ideas with your peers.

The Academy

This comprehensive, two-day overview is designed to introduce new financial advisors and client service associates to the solutions necessary for planning, managing and growing a successful wealth management practice.

Business Development

Post-Academy, we will build a six-month personalized business development track to ensure you get off to a fast start.

Wealth Management Education

Wealth Management University

Held on the campuses of major universities, these events deliver knowledge on complex investing issues, working with affluent clients, and growing a thriving wealth management business.

Wealth Management Summit

This annual event identifies strategies that address the needs of affluent investors and introduces business planning and practice management resources.

Wealth Management Workshops

Attend local, regional workshops in cities throughout the country that pinpoint investment products and technology tools to help you take action.