Andy Friedman Answers Top 7 Advisor Tax Bill Questions
Americo Introduces a Single-Premium Immediate LTCI Policy
Will Bitcoin Fever Push 2018 Price to $20,000? $100,000?
Two new educational programs for financial advisors were announced Tuesday with a focus on business growth and a compliance designation.
Angie Herbers, head of FourPointe Consulting, has launched Beyond U, an online educational platform for seminars focused on strategies to stimulate business growth. The platform will feature live online seminars, videos, tools and templates that address industry issues like leadership, corporate finance, operations, client services, human capital, management, sales and marketing.
Participating advisors also can join networking study groups, which will be led by a Beyond U trainer, who will facilitate discussions about industry best practices and training topics. As part of this launch, Alex Garcia, a recent graduate of Texas Tech University’s CFP program, has been appointed as chief strategist of Beyond U.
“In the last 16 years, I have seen an influx of young advisors taking over firms with little to no growth training,” said Beyond U founder and CEO Angie Herbers, a regular contributor to ThinkAdvisor, in a statement.
“There is a real need for industry training on how to take new or established businesses and continue to grow them in the modern marketplace,” Herbers explained. “With Beyond U, our mission is to address this demand by preserving and spreading knowledge and hands-on learning across the industry so that advisors can serve their clients and create a business that lasts in perpetuity.”
FINRA Program
Meanwhile, the Financial Industry Regulatory Authority and Georgetown University’s McDonough School of Business have formed the FINRA Institute at Georgetown Certified Regulatory and Compliance Professional Program in Washington.
The CRCP program aims to educate participants in the foundation, theory and practical application of securities laws and regulation. Those successfully completing it will be designated Certified Regulatory and Compliance Professionals.
“We are excited to be working closely with Georgetown’s exceptional business and law school professors on our CRCP program,” said Chip Jones, senior vice president, FINRA Member Relations and Education, in a statement. “In particular, the Georgetown McDonough faculty’s deep knowledge of the securities industry and regulation, and their experience with executive education, make them a great fit for our compliance certification program.”
Overall, FINRA’s CRCP designation program is now in its 17th year and has more than 1,200 graduates.
To keep a business on track, you must keep overhead down, and that means controlling costs.
You are signed up!
ThinkAdvisor’s TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business. padding: 0px 81px;width: inherit; 
Retirement Wire
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients. width:300px!important;max-height:36px; 
Financial Education Resource Center
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level. padding: 0px;width: inherit; 
ETF & Smart Beta Research
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend. Resources The Financial Firm’s Guide to Compliant Text Messaging
Financial firms are failing to manage text messaging risk in the workplace. This guide explores how firms are exposed, the challenges of compliance and steps…
Investors need to invest differently in bull markets than they do in bear markets. Learn the importance of risk management during both and the best…
New advisor survey results spotlight disconnects.
Join this webcast to see how Trisha Qualy, Director of Wealth Management at AdvisorNet Financial, took client assets from $100 million to $1.3 billion in…
Join this complimentary webcast to learn innovative strategies that have proven effective in containing rising health costs.
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
