Courses for Financial Professionals

We offer both accredited and non-accredited courses for financial professionals which focus on helping you build your business and practice management techniques.   

Our courses are taught by experienced "best in breed" faculty who are experts in their field and they will give you the critical knowledge you need to grow your business and service your clients.

 Click below to learn more about each course.


Securities FraudMore Info »
Securities Fraud in the Digital AgeMore Info »
Fiduciary ForensicsMore Info »
Financial ReformMore Info »
Biggest Crooks in Corporate FraudMore Info »
How to Not Get Ripped Off Somebody Else's Money (Entire Series)More Info »
Contemporary Investment Manager Due DiligenceMore Info »
Global Fiduciary Strategist DesignationMore Info »
Complete Certified Wealthcare Analyst - All Six LessonsMore Info »
The Swing Designed by Committee-Industry “Best Practices” Compared to WealthcareMore Info »
Orchestrating the Music of Peoples' LivesMore Info »
Discovery. Getting to the Heart of What Someone Values-Making Money MeaningfulMore Info »
Designing Advice that Inspires-Where it All Comes TogetherMore Info »
Reliability–Implementing a Portfolio that Makes Dreams a RealityMore Info »
Changing Your Plan to Stay on Track–Ongoing Advice and MonitoringMore Info »
401(k) CultureMore Info »
The ERISA Fiduciary Responsibilities Course for 401(k) Plan Sponsors, Their Officers and Board MembersMore Info »