Welcome To Advisory Education Partners Training Dashboard
Build your skill set as a Financial Services professional
Financial Advisory Employee Training Programs
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Financial Advisory Client Service Certificate℠ Level I
Course$349.00- Learn the technical knowledge and service skills to thrive in this critical position. 4 Sections: Foundational Courses, Common Service Tasks, Client Service Skills, and Investments & Insurance
$349
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FACSC℠ Level II
Course$400- FACSC℠ Level II builds on foundational skills to help experienced client service professionals enhance knowledge, communication, efficiency, and judgment—empowering them to take on more responsibility and deliver greater value.
$400
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FACSC Level I & II bundle
BundleEnroll in both FACSC℠ Level I and Level II programs
$699
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Financial Foundations
Bundle$ 299- Lessons covering foundational concepts: asset ownership, qualified plans, RMDs, basic estate planning, investments & insurance. Ideal for those new to working in a financial advisory practice.
$299.99
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Managers & Supervisors Skills
Bundle$ 450- Essential skills, techniques, and strategies vital to successfully manage and supervise financial advisory team members. Ideal for newly promoted team members.
$450
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Productivity with Precision
CourseBoost accuracy, focus, and efficiency. Productivity with Precision teaches practical habits to reduce errors, manage time effectively, and deliver consistent, high-quality results in a fast-paced financial environment.
$299
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Servicing Divorcing and Divorced Clients
CourseLearn how to professionally support divorcing clients by staying neutral, documenting accurately, protecting assets, and following firm procedures.
$19.99
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Successful Advisor/CSA Relationships
CourseLearn how advisors and client service professionals can build strong, efficient, and profitable partnerships through clear communication, defined roles, and mutual respect—enhancing client satisfaction and firm growth.
$49.99
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Required Minimum Distributions
CourseUnderstanding the who, when and how of Required Minimum Distributions
$49.99
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Summary Guide to Inherited IRA Distribution Rules
Digital downloadSimplify your understanding of Required Minimum Distribution rules for inherited IRAs with this concise digital download. Stay compliant and serve clients effectively!
Free
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Building A High Performing Advisory Team
CourseDiscover the traits of top-performing advisory teams with Coach David Leo. Learn to deliver exceptional client experiences and achieve greater success.
Free
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Moving Prospects To Know, Like & Trust You
CourseTeresa Riccobuono, Practice Management Expert Joins Us To Discuss How To Build Stronger Connections And Close More Business
Free
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Guaranteed Minimum Income Benefit Riders
CourseFree- An overview of GMIB riders, a popular but complex annuity rider. Upon completion you will have a working understanding of rider structure, common benefits and features, and important considerations when servicing contracts with GMIB riders
$49.99
More Lessons On The Way!
New lessons are being added regularly, register below for updates
Advisory Education Partners, LLC
Employee Training and Development Partner for Independent Financial Advisory Firms
Advisory Education Partners, LLC was formed with the belief a financial advisory firm's path to growth must include a process driven approach to employee training and development.