Learning Opportunities

Our online learning opportunities provide live interaction with facilitators and peers without travel time and expenses associated with traditional classroom learning. In addition to real-time learning, our large online library of recorded learning modules is available at any time.

Topics range from Professional Development and Effective Business Skills, to technologies such as NetX360, Transaction Review Supervision, Advisor Portal, Client Central, OneView, and VISION2020 Wealth Management® platform, as well as Online Compliance and Supervision Training.

Knowledge Center

The Knowledge Center is a sophisticated online educational resource tool that allows advisors to:

  • Access a wealth of courses and information
  • Create individualized learning paths
  • Track information into effective actions

Easily accessible through our single sign-on Advisor Portal, the Knowledge Center allows you to select courses and create your own personalized learning track based on your needs.

What’s more, individual courses or learning paths can be tracked as progress is made toward completing goals. Upon completion, the Knowledge Center’s real-time reporting feature will also allow for a self-generated certificate of completion.

Speak to the Expert eForums

Speak to the Expert eForums are live, web-based presentations conducted by industry experts and sponsored by our Strategic Partner product firms. During these sessions, participants are encouraged to interact with the guest speaker. These eForums are offered monthly and often qualify for continuing education credits. The sessions are also recorded for later playback and reference at your convenience.

CFP Ethics

Quarterly online sessions offer Certified Financial Planners the opportunity to fulfill the CFP Board’s two-hour Code of Ethics Continuing Education requirement.

Case Study eForums

Also held quarterly, these online sessions address the many high-level and complicated financial planning situations advisors may encounter when working with clients.

The two-hour (Level 300) sessions feature an interactive format and qualify for CFP continuing education credits. Topics include retirement, employee benefits, estate planning, investments, income tax, insurance, small business owners, divorce and much more. The sessions are also recorded for later playback and reference at your convenience.

Research Team Calls

Our in-house Research Team also conducts monthly calls on a variety of economic, investment strategy, and asset class topics to ensure that you are current on all issues.

Advanced Training

In addition to live and recorded technology and training sessions that are offered whenever the firm introduces new programs, enhancements and technology systems, Advisor Group regularly provides ongoing training that assists its affiliated advisors—and their staffs—in all key areas of their practices.

Technology Training

This three-day course of live classroom instruction is designed for an administrative assistant, advisor or FLS/ME affiliated with the Advisor Group broker-dealers whose business is brokerage, non-brokerage or fee-based. The class provides the practical, hands-on training needed to help streamline and simplify daily tasks. Attendees will receive instruction on how to navigate through the integrated online platforms that we offer.

Financial Services Assistant Training

Designed to meet the needs of licensed and unlicensed financial services assistants through live, hands-on classroom instruction and supplemental pre- and post-online self-study, this workshop explores the systems, concepts and tasks used to successfully process business activities. After the first two days of live sessions, attendees can participate in supplemental classroom sessions also geared toward assistants that cover the Wealth Management platform and/or our Document Management System.

Coaching Program

The Coaching program we make available offers powerful systems and customized advice to help manage and market a practice more efficiently and effectively. This one-year program is offered by the Academy of Preferred Financial Advisors (formerly Million Dollar Producer)—one of the industry’s most successful programs for advisors who operate high-level practices. Participants will benefit from the special emphasis on systematizing all aspects of client management and the focus on tax, estate and wealth planning techniques and will learn how to build a lasting fee-based financial planning business.

Financial Planning Fast Track

Financial Planning Fast Track is an on-site accelerated educational program, offered in conjunction with Metropolitan State College of Denver, which prepares you to take the examination for the Certified Financial Planner™ designation in just seven months. The curriculum addresses the six financial planning subject areas that satisfy the education component of the CFP® process and thoroughly prepares you for the exam.


Advisor Meetings

When it comes to creating our line-up of meetings, we are dedicated to making sure that each moment is valuable to you—because your time is valuable. We do that by listening carefully to our advisors to understand what topics matter most. Then we collaborate with the industry’s leading minds to create the curriculum and programs that deliver the information you need.


This annual event is our cornerstone educational and networking conference: a one-stop source to fulfill continuing education requirements, develop your business strategy and network with other successful independent financial advisors. ConnectED offers the opportunity to sharpen your business insight in a variety of areas, including sales and marketing, technology, operations, financial planning, business management and development, investment products, and compliance and regulatory procedures.

This is accomplished through an extensive conference curriculum taught by industry and subject matter experts. Conference offerings are carefully crafted to keep pace with industry trends, best practices, policy changes and new products. Attend workshops, meet home office staff and sponsors, renew friendships and establish new relationships.

Each year ConnectED also presents some of America’s leaders—and thought leaders—as keynote speakers. Past presenters have included President George W. Bush, Robert Gates and Condoleezza Rice as well as leading authors, thinkers and scientists.

Top Producer Meetings

Every year, our top producing advisors are invited to celebrate their achievements at an exclusive event that rewards top-tier advisors by delivering a distinctive experience. These exclusive recognition events offer qualifying advisors an opportunity to attend business sessions, while networking with their peers, senior management, and Strategic Partners.

The W Forum

Advisor Group offers an annual event exclusively for female advisors and their assistants called the W Forum. This meeting provides timely educational sessions, as well as networking opportunities and one-on-one discussions with peers. The firm has hosted this meeting since 2007, making it one of the longest running events to focus on women advisors in the industry.

Wealth Management Symposium

The Wealth Management Symposium provides advisors with an in-depth look at the best thinking in asset management, protection strategies and group retirement practices. In addition to the educational sessions, advisors are encouraged to take advantage of the many opportunities to network with fellow advisors, home office staff and some of the best thinkers in our field.

Focus Forums

Focus Forums are full-day meetings scheduled around the country that feature talented speakers from our outstanding array of Strategic Partners. These meetings also showcase successful financial advisors from across our network, who share their best practices during an interactive peer-to-peer panel discussion. Each Forum delivers timely information and actionable solutions on how to manage clients’ wealth, while providing proven business building strategies that you can implement in your practice.

Qualified Plans Sales Institutes

The Qualified Plans Sales Institutes were created for advisors who are looking to hone, build, or grow their retirement plan practices. These full-day sales and practice management seminars are held in several locations around the country The meeting agenda was designed by Ann Schleck & Co., a division of Fi360. With decades of retirement industry experience, Ann Schleck & Co. has a proven track record of delivering actionable training and tools focused on best practices in practice management, sales, and marketing.


 Women Forward

Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Areas of Focus

Mentorship Program: The Women Forward Mentorship Program is designed to tap the knowledge and expertise of our network’s top-producing male and female advisors as they provide real world guidance and share their expertise with female advisors. Central to this flagship program’s success is its focus on collaboration, education, and networking.

Networking: Through our partnership with The W Source, we offer a unique and innovative way for female financial advisors to build a W2W networking group with other trusted female professionals such as CPAs, attorneys, and risk management specialists. To learn more, please visit www.TheWSource.com or contact us at 1-833-W-Source.

Education: The W Pulse is a podcast for women, by women.  It delivers career insights and best practices from advisors and industry leaders, right to your electronic device.

Apple iTunes or Google Play


Women Forward Edge: A quarterly newsletter distributed to all females within Advisor Group that will provide networking opportunities, insights to drive personal growth, and help to build a strong community that supports women.

W Forum

This annual conference offers education and networking opportunities for all women affiliated within our broker-dealer network. W Forum features intriguing keynote speakers, advisor-led workshops and an extensive partner exhibit for interacting with industry professionals. Learn More About W Forum


The Women Forward Mentorship Program is designed to bring together our network’s top-producing male and female advisors looking to provide real world guidance and share their expertise with female advisors. Central to this flagship program’s success is its focus on collaboration, education, and networking.


We’ve compiled a library of pre-approved Client Engagement Materials for advisors to take advantage of, as they work with women investors. In addition, we’ve assembled informative resources within our Advisor Materials library that delve into the “what, how and why” of successfully working with women investors. These materials can enhance advisors’ interactions with women investors and help them grow their practices.

For more information about the Women Forward initiative, please contact Erica Hinton at WomenForward@advisorgroup.com.

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