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 [Close]
The Wealth Management Instruction and Networking (WIN) Program is designed to provide ongoing education, networking and support for all 1st Global Financial Advisors. WIN Teams located across the country meet monthly in central locations to provide the strategic information that you need to succeed.
Through the WIN Program you can expand your knowledge of Method 10™ client solutions, keep abreast of wealth management industry trends, share business-building ideas, and network and build alliances with investment and insurance professionals. The goal of the WIN Program is to help you become a top producing financial advisor.
 MATRIX™ Workshops
Advanced Solutions Program
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 |
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