Together, we develop great advisors and lasting results.
Organizations that form a strong partnership with The College receive the perspective of outside expertise, easy access to our best courses and instructors, and ease of doing business with a trusted institution. We develop custom reporting to offer insights into your firm’s educational progress and trends, including weekly or bi-weekly client status update meetings, streamlined invoicing and expense management, and special delivery options for our courses. We also work to show the value and benefits of education through benchmarking, surveys, and studies of the impact of designations on individual advisors and the entire firm. The smartest organizations in financial planning, insurance and wealth management all choose to partner with us.