First Allied’s highly progressive education programs reflect our fundamental drive to help our financial advisors grow their businesses. Our educational events are designed to provide you with the tools you need to reach your professional goals and get your business where you want it to be. A variety of educational opportunities, including conferences, regional workshops, and specialized advanced studies are offered throughout the year.
In concert with our Business Strategies Group and subject matter experts, our educational opportunities represent a truly outstanding growth platform. You can learn new sales strategies, identify and build your personal brand and marketing skills, enhance your lead generation activities, network with and learn from your peers, hear from leading industry experts and much, much more. And, through our unique partnership with the Cannon Financial Institute you can earn the Certified Wealth Strategist® (CWS®) professional designation. Our vast array of educational opportunities are provided free of charge*—that’s how strongly we believe in our platform and its ability to help you grow your business.
*Some travel-related expenses are the responsibility of the participant. In addition, reimbursement of the cost of attaining the CWS® designation is subject to certain qualifications.
Circle of Excellence (COE)
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The Circle of Excellence is First Allied’s premiere group of advisors chosen based on leadership, client service and production. Each year, a COE trip is awarded to advisors who play an exceptional role as advocates for the firm and have helped us achieve mutual success. Qualifying advisors and their guests are rewarded with a week-long vacation in an exotic destination. The relaxing experience features delicious dinners, enjoyable activities and peer-to-peer networking. Hosted in some of the world’s most intriguing vacation destinations, the Circle of Excellence is a memorable and rejuvenating trip.
NGU: The Institute for Higher Earning
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NGU is a “NextGeneration” intense learning experience set on campuses of prominent universities designed to significantly grow your business. Exclusive to our advisors, NGU is unique in the financial services industry. Packed with meaningful training delivered by highly-respected financial professionals in our field, NGU is the launching pad for incorporating our business development platform into your day-to-day operations.
At the heart of NGU is a specialized curriculum that is both critical and fundamental to the growth of your business. The core elements of training can be categorized as wealth management, business planning, differentiation and marketing (see more on the CWS and Masters’ pages). These elements are based on many years of research which revealed the behaviors of top producers that separate them from average advisors. In addition, NGU features the leading wealth management training and consulting company to the industry—Cannon Financial Institute.
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, along with the inspiration, guidance and support that will potentially enable you to accomplish the goals you have set.
The education you obtain at NGU, however, must be coupled with your commitment to take action. To be successful, you must be disciplined, determined and willing to change. If you are committed to running a world-class financial services business, and if you are determined to increase your income and obtain greater financial security, then please join us on campus for an experience unlike any conference or training you’ve ever encountered.
The Annual Access to Opportunities National Conference
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Our largest annual conference, this event truly goes beyond education and is one of the most advanced training and networking opportunities in the independent broker/dealer channel. The conference arms advisors with powerful strategies and tools to grow their businesses, all in a matter of a few days.
Advisors and branch employees, First Allied corporate employees and subject matter experts, and our sponsors and partners come together to create opportunities to network, attend first-class workshops, attain continuing education credits, and more. Advisors gain insight from leading industry experts, discover new differentiated products and services, network with peers eager to share their strategies, and gain business development strategies they can implement immediately. Hosted in San Diego, the conference also features an array of enjoyable leisure activities.
Technology, Operations & Practice Management Conference (TOP)
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First Allied’s TOP Conference was created specifically to help advisors and their staff members sharpen their operational skills, learn new technologies and improve their practice management capabilities. TOP speakers bring a wealth of knowledge on progressive, efficient technology, as well as current corporate procedures and best practices. Attendees broaden their practice management knowledge, learn about regulatory impacts to their businesses, network with their peers and First Allied’s professional staff and much more.
