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

Wealth Management Academy® Webcasts  [Close]

Through our Wealth Management Academy Webcasts, you can benefit from an education program designed to complement our in-person classes, delivered right to your office. Webcasts are focused on specific topics, such as insurance and investment services, product training, operations, and marketing. We also have webcasts designed to provide ongoing education for wealth management assistants.

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