Hone Your Competitive Edge With Value-Added Education and Training.

Whether it’s meeting your continuing education requirements or adding the knowledge necessary to grow your business, Royal Alliance puts professional learning within easy reach. We enable you to choose from a comprehensive offering of on-site and off-site, live, recorded, online and interactive learning solutions, to make your learning work around your schedule.

You’ll also be able to influence the curricula we offer; we listen to our advisors to understand what topics matter to you most. We then collaborate with the industry’s leading minds to create the coursework and programs that deliver the information you need.

Want examples? Read on…

Advisor Business Academies

Advisor Business Academies deliver in-depth information on building and growing a successful practice. The Academies also provide an opportunity to earn CE credits and fulfill your Annual Compliance Meeting requirement.

Case Study eFORUMs

Host Jeff Rattiner, CPA, CFP, leads six two-hour (Level 300) online classes each year, exploring a broad array of complex financial planning challenges you may encounter when working with clients. Topics include retirement, employee benefits, estate, investments, income tax, insurance, small business ownership, highly compensated executives, divorce planning, and more. Classes often qualify for CFP continuing education credits. 

eLearning Opportunities

Our online learning opportunities provide “live” interaction with facilitators and your peers – without the 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 to you 24/7/365. Topics range from Professional Development and Effective Business Skills, to technologies such as NetExchange Pro™, Transaction Review Supervision, VISION2020, Client Central, OneView, and VISION2020 Advisor.

Financial Planning Fast Track (FPFT)

This accelerated program prepares you to take the exam to earn the Certified Financial Planner™ designation in just seven months. Completing FPFT alone doesn’t grant you the CFP designation; it addresses the six financial planning subject areas that satisfy the education component of the CFP process. FPFT is offered in partnership with the Metropolitan State College of Denver.

Financial Services Assistant Training

These classroom workshops are geared toward the needs of your licensed and unlicensed financial service assistants, enabling them to explore the systems, concepts and tasks used to successfully process business activities. The workshop consists of two-and-one half days of hands-on, interactive sessions.

First Line Supervisor Training

This one-and-one-half-day course provides new and experienced first-line supervisors with training covering account and transaction supervision, sales practice and general oversight responsibilities.

National Education Conference

This annual event enables you to fulfill your continuing education requirements for the year, while keeping pace with industry trends, policy changes and new products. The broad curriculum is designed with input from our advisors, and includes: sales and marketing, technology, operations, financial planning, business management and development, investment products and compliance.

Regional Business Meetings

Offered in key cities around the country, these half-day sessions consist of keynote speakers, peer best practice sessions aimed at helping you grow your business and also give you an opportunity to fulfill your Annual Compliance Meeting requirements.

Speak to the Expert eFORUMs

These live web-based presentations enable you to learn from and interact with leading industry experts. Past topics include: Building a Low Correlation Portfolio; Recharging Your Business After the Crash; and Infuse Energy and Confidence Into Your Practice.

Technology Training

This two-and-one half day course is for financial services assistants, advisors or FLS/MEs whose businesses are brokerage, non-brokerage or fee-based. It provides practical, hands-on training on how to streamline and simplify daily tasks. Attendees receive instruction on the integrated online platforms of NetX360™, VISION2020, VISION2020 Advisor, OneView and NetExchange Pro™.