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Maintain 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, RAA puts professional learning within easy reach.
With us, you'll choose from a comprehensive offering of on-site and off-site, live, recorded, online and interactive learning solutions -- which means your learning can 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 some examples? Read on…
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. The conference curriculum is 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... ConnectED offers something for everyone.
This two-and-one-half-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 of VISION2020 Advisor Portal, VISION2020 Wealth Management®, OneView, NetX360®, and Salesforce.
This course is 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. The workshop will explore the systems, concepts, and tasks used to successfully process business activities. These lessons will help assistants more fully understand systems and office tasks and skills. Optionally, after the first two days of live sessions you can attend supplemental classroom sessions also geared toward assistants that cover Salesforce and/or our Document Management System.
Geographically diverse, full day meetings that deliver timely information and actionable solutions on how to manage client wealth. Meetings will also spend time delivering proven business building strategies and practice management solutions. Talented speakers from the Home Office and Strategic Partners will also be on hand, as will successful financial advisors from across our network sharing their best practices.
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 360, Transaction Review Supervision, VISION2020, Client Central, OneView, and VISION2020 Wealth Management® platform, as well as Online Compliance/Supervision Training.
Speak to the Expert eForums are live, web-based presentations conducted by industry experts and sponsored by our partners. During these sessions, participants are encouraged to interact with the guest speaker. These eForums are offered monthly and often qualify for continuing education credits. These sessions are also recorded for playback.
These quarterly online sessions offer those holding the Certified Financial Planner™ designation the opportunity to fulfill the CFP Board's two-hour Code of Ethics Continuing Education requirement.
These quarterly online sessions address the many high-level and complicated financial planning situations you may encounter when working with clients. These 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. These sessions are also recorded for playback.
Hosted by the Advisor Group Advanced Sales Team, the Advanced Insights Series of webinars are live, educational eForums held twice per quarter. These sessions provide advisors with ongoing opportunities to discuss topical and complex issues, as well as far-reaching financial planning subjects and strategies.
Additional live and recorded technology sessions are offered when the firm introduces new enhancements and technology systems.
The Women's Conference brings together women throughout our network to share industry knowledge and best practices, and to recognize their achievements as outstanding advisors. Sharpen your skills and explore new ideas for building your business through innovative strategies for managing client expectations, retaining clients, recruiting, and continuing to grow. Our most recent keynote speakers included Lisa Ling, journalist, international women's rights advocate, author, and host of television's "Our America," and Maddy Dychtwald, author and expert on women's demographics and the co-founder of Age Wave — the nation's foremost thought leader on aging and its impact on our society.
Exclusive Coaching offers power systems and customized advice to manage and grow your business to greatness. Participants learn to manage and market their business more efficiently and effectively. The Exclusive Coaching Program is a one-year coaching program from Million Dollar Producer, one of the industry's most successful coaches 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, successful franchise of recurring fee-based Financial Planning business.
Financial Planning Fast Track (FPFT) is an on-site accelerated educational program, offered in conjunction with the 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. Successfully completing FPFT satisfies the education component of the CFP process and thoroughly prepares you to sit for the CFP exam. Once you have successfully satisfied all of the requirements, you may become licensed by the Certified Financial Planner Board of Standards.
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