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Education & Training

NextGen University

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Exclusive to our advisors, NextGen University is unique in the financial services industry. Packed with meaningful training delivered by highly respected financial professionals in our field, NextGen U is the launching pad for incorporating the NextGen Platform into your day-to-day operations.

Set on the campus of a prominent college or university, you will be introduced to the menu of differentiated products, taught practice management strategies, and given the opportunity to meet face-to-face with industry professionals who will review your business profile with you. We strongly believe that you will leave with a clearer understanding of your business, real tools and resources for implementing the strategies you have chosen, and the inspiration, guidance and support that will potentially enable you to accomplish the goals you have set.

Canon Financial Institute

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Additionally, through a unique relationship with the Cannon Financial Institute, we also are able to offer training-tailored to complement the NextGen Platform-that can result in your earning a designation of Certified Wealth Strategist® (CWS®). The CWS® designation program provides advisors with an additional level of knowledge to both competently and confidently serve their clients and to possibly exceed client expectations.

 

For more information call: 800-336-8842

Advanced Equities Plaza, 655 West Broadway, 12th Floor • San Diego, CA 92101

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