Practice Management & Consulting Curriculum

We designed this for you

Our curriculum is based on feedback received about the education needs of advisors like you. If you’re looking for the latest tax-smart strategies or access to CE credits, dive into our curriculum below.

CE Credit

Featured module

Growing Your Practice With Charitable Planning

June 6, 2024

In an increasingly competitive field, differentiating your practice is imperative to attract clients and grow your business. Highlighting your expertise in charitable planning can be an opportunity to amplify your marketing efforts, develop new leads, and build stronger relationships.

Available modules