Maintain your competitive edge with value-added education and training.

Whether it’s meeting your continuing education requirements, or adding the knowledge necessary to grow your business, FSC puts professional learning within easy reach.

With us, you’ll choose from a comprehensive offering of on-site and off-site, live, recorded, online and interactive learning solutions. Which means you’ll be able to make your learning work around your schedule.

You’ll also be able to influence the curricula we offer; we listen to our advisors to understand what topics matter to you most. We then collaborate with the industry’s leading minds to create the coursework and programs that deliver the information you need.

Want examples? Read on…

National Education & Business Conference (NEBC)

The National Education & Business Conference (NEBC) is held every year. One of the largest educational meetings in the independent broker-dealer industry, the conference is a forum for intense learning, professional development and colleague networking. More than 1,200 financial professionals and representatives attend the conference from the mutual fund, insurance and direct investment arena.

The NEBC features over 50 educational sessions, as well as a variety of keynote speeches. Nationally-known and industry speakers such as Dr. Alan Greenspan, Karen Hughes, Colin L. Powell, Senator Bill Bradley, Sarano Kelley, Dr. Bob Goodman, Neil Cavuto and Ken Dychtwald have addressed conference participants.

Business Development Academies

This comprehensive classroom series helps you stay current with industry issues and trends that affect your bottom line. Led by financial services industry leaders, these academies teach you to think proactively and creatively while devising a specific plan to capture market share and grow your business. Some academies provide continuing education credit.

Women's Conference

This special event brings together women throughout our network, to share industry knowledge and best practices for practical, actionable ideas for maintaining and growing a successful business. Our most recent event's keynote speakers included respected economist Terry Savage, motivational speaker Karen McCollough, and American General CEO Mary Jane Fortin.

Technology Training

This two and a half day course is for financial services assistants, advisors or FLS/MEs whose businesses are brokerage, non-brokerage or fee-based. It provides practical, hands-on training on how to streamline and simplify daily tasks. Attendees receive instruction on the integrated online platforms of NetX360, VISION2020, VISION2020 Advisor, and OneView.

First Line Supervisor Training

Financial Services Assistant Training

eLearning Opportunities

Our online learning opportunities provide “live” interaction with facilitators and your peers – without the travel time and expenses associated with traditional classroom learning. In addition to real-time learning, our large online library of recorded learning modules is available to you 24/7/365.

Speak to the Expert eFORUMs

These live web-based presentations enable you to learn from and interact with leading industry experts. Past sample topics include: Building a Low Correlation Portfolio; Recharging Your Business After the Crash; and Infuse Energy and Confidence Into Your Practice.

Case Study eFORUMs

Host Jeff Rattiner, CPA, CFP leads six 2-hour (Level 300) online classes each year, exploring a broad array of complex financial planning challenges you may encounter when working with clients. Topics include retirement, employee benefits, estate, investments, income tax, insurance, small business ownership, highly compensated executives, divorce planning and more. Classes often qualify for CFP continuing education credits.

Home Office Connection eFORUMs

These live, web-based presentations are conducted quarterly by our home office staff. Sessions cover different aspects of conducting business with FSC, with topics including operations, compliance, investment advisory, registration and licensing, as well as information on other FSC departments that will assist you in running your business.

Financial Planning Fast Track

This accelerated program prepares you to take the exam for Certified Financial Planner™ designation in just seven months. Completing FPFT alone doesn’t grant you the CFP designation; it addresses the six financial planning subject areas that satisfy the education component of the CFP process. FPFT is offered in partnership with the Metropolitan State College of Denver.