First Allied provides our financial advisors and their staff members with a wide variety of training options to help you not only learn everything you need to know about our systems, processes and procedures, but also to help you implement business growth strategies and tools. It is our goal to continually improve our training opportunities, and create programs that add value for our advisors.

In response to advisor needs, departments throughout First Allied have collaborated to create a comprehensive training program encompassing live webcasts, convenient webcast replays, informational conference calls, one-on-one training and more. Training opportunities cover almost every aspect of our company and utilize in-house subject matter experts to help you learn how to grow your business in new ways.

Educational Events

First Allied’s highly progressive education programs reflect our fundamental drive to assist our financial advisors in growing their businesses. We believe that knowledge is an essential component of reaching your personal professional, and your clients’ financial, goals.

First Allied has designed a truly outstanding educational platform that includes everything from earning a professional designation as a Certified Wealth Strategist® (CWS®) to learning new sales strategies to hearing from the world’s leading industry experts. As you will see below, each of the educational opportunities we offer strives to meet targeted objectives in your quest to excellence.

NGU
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Renowned educators, industry experts and business consultants provide an interactive and meaningful curriculum that may result in a CWS® designation. Advisors are exposed to a wide variety of essential topics such as practice management, business development, product intelligence and sales techniques.

Annual 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—and learn from—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.