Cetera Financial Group, a network of independent broker-dealer firms based in Los Angeles, has rolled out a new wealth management educational program to 200 of Cetera’s top-producing advisors, Cetera announced Tuesday.
The Wealth Management University kicked off Sunday at Georgia Tech University, Atlanta, Ga., and will continue through Wednesday. The advisor training education platform was developed in collaboration with Cannon Financial Institute, a professional development firm.
The educational program, using the theme Growth in Action, is aimed at helping advisors develop their wealth management skills, strengthen engagement with clients and grow their businesses.
The program includes three educational programs. Attendees can earn the designation Certified Wealth Strategist designed to help advisors attract and retain high-net-worth clients.
The curriculum for the Certified Retirement Counselor designation teaches advisors how to assist middle-market clients with retirement issues.
A third track is the Masters Curriculum for those who have completed one of the two certificate programs. It focuses on scalability and efficiency of practices and modern techniques for creating client relationships.
Other Wealth Management University programs will be offered later in the year.