8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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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

National Conference  [Close]

Held annually, National Conference provides an opportunity for you to network with experienced financial advisors and industry professionals, receive valuable education on a wide variety of topics, and become inspired with an array of new ideas and resources. Each year 1st Global attracts leading industry speakers to National Conference including Ben Stein, Tom Gau, Bill Bachrach, Natalie Choate, Nick Murray and Mark Tibergien. The annual event is held at a different location around the country each year. Past locations include Orlando, Las Vegas, Washington D.C., and San Diego.

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