The Wealth Instruction and Networking (WIN) Program is the premier business-building and peer networking program for CPA wealth managers in the United States.


The WIN Program at 1st Global is designed to create top-producing wealth management firms by educating these firms on the key drivers of success and sustain them through a community of like-minded and client-focused advice professionals who wish to be held accountable to achieving their professional potentials.

 

Expertise


Production-based peer networking and education with a strategic focus at 1st Global headquarters in Dallas. Gain exclusive access to 1st Global and industry experts and set strategy to elevate your practice.

Workshop


Regional meetings to develop your national network. Workshop-focused educated to grow your business and your community.

Education


Webinars featuring financial planning education. Earn CPA CPE and CFP® Certification CE credits from the convenience of your office.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.