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Through our Wealth Management Academy®, 1st Global has created a series of education programs to help you grow as a wealth management professional. Many of the programs are held at 1st Global’s Dallas Learning Center, some at regional locations around the country and other courses are available anytime on our Financial Advisor website.

Study Groups: The WIN Program

MATRIX™ Workshops

Advanced Solutions Program  [Close]

The Advanced Solutions Program serves as a forum for advisors to explore complex and creative solutions to their clients’ financial needs. The workshop utilizes a case study approach and involves various aspects of asset management, risk management strategies and retirement planning.

National Conference

Wealth Management Academy® Webcasts

Video Education Series

 

Our firm is tremendously pleased with the many educational opportunities 1st Global provides us: courses, workshops, annual meetings and online webcasts give us comprehensive information on how to help our clients. With 1st Global’s ongoing support, our CPA firm can provide a much more comprehensive package of services to our clients. As a result, our financial planning practice is growing steadily.

CPA Representative
Jacksonville, FL