Advisor education: On-demand learning catalog
A diverse curriculum of virtual learning allows for self-paced development to stay ahead of a changing industry. Explore new opportunities and deepen your knowledge on topics that are most relevant to you based on your goals and vision for your practice.
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Learning is a commitment to the future that starts today
In addition to our in-person sessions and live webinars, you can access a library of on-demand learning experiences—designed to help you sharpen your skills and stay ahead of your clients' evolving needs.
Aligns to specific goals
Range of topics allows you to personalize your learning journey based on your individual needs.
Covers key, related topics
Focused on themes and solutions that are relevant to your shifting needs, in context of a changing industry.
Offers continuing education (CE) credit
Built-in workflow streamlines your approach to earning CE credits for accredited lessons.
Accessible through an easy-to-navigate online portal
Intuitive interface available on a laptop, tablet, or mobile device.
Succession Planning
Succession planning is the process of preparing your business for the future while seeking to maximize value for both you and your clients. This course will guide you through the steps to understanding why succession planning matters, why you should consider building a plan, and how to best implement your plan.
Explore our on-demand learning catalog
Our curriculum is designed to assist you in driving better outcomes for your practice—and your clients.
Mergers & Acquisitions: Buyer Strategy
Explore the importance of defining a mergers and acquisitions viewpoint and strategy to help you know when it could be time to prepare an acquisition plan, navigate negotiations, and execute the integration of the other firm.
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Transition to a fee-based model
Review the shifting wealth management landscape and steps you can take to adapt your business to meet evolving client needs.
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Integrate financial planning
Learn what holistic wealth planning is and why offering these services can deepen client connectivity and help you grow your practice.
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Elevating the client experience
Learn how to engage with clients and deepen loyalty by studying creative client service models from within and beyond the wealth management industry.
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Activating the three pillars of growth: Sales, referrals, and COIs
Develop strategies and learn practical tips for driving growth through three powerful channels: sales, referrals, and COIs.
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Evolve your investment footprint
Learn how leveraging outside investment experience and optimizing managed solutions can help you customize and manage your clients' investment portfolios.
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Become a holistic wealth manager
Implementing a plan to engage with clients around their life events can help you better understand all aspects of your clients' lives, including how certain changes and wealth transfer opportunities may impact their financial future.
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Digital marketing
Explore why digital marketing is essential for firms to integrate within marketing plans as they look to build an enduring brand.
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Telling your story
Get to know your clients at a deeply intimate level and act on that knowledge effectively to elevate their client experience.
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Driving client referrals
Understand how to drive client referrals through client events and COIs and how the changing perspectives of your clients to be viewed more broadly is a key factor in your growth.
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Gaining client feedback
Explore three steps to understanding your clients: listening, measuring, and acting—so you can foster loyal client relationships.
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Discover client insights
Explore Fidelity's "four Cs" approach to deepening client engagement, which helps you collect information, capture it in an accessible location, and capitalize on what you've learned, all while demonstrating compassion.
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Exploring client segmentation
Discover how client segmentation can help you deliver the right level of service to the different segments to meet the needs of your clients.
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Direct indexing
Direct indexing is another way to invest in a collection of stocks. But unlike other ways to do this, like an index mutual fund or ETF, your client owns the stocks directly, allowing you to work with them to customize their collection and create the opportunity to save on taxes.
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Empower yourself to stand out
Contact your Fidelity representative to discuss how to incorporate your learnings into your practice.
Wealth Advisory Institute
Tools and actionable insights to help get you closer to becoming a holistic wealth manager.
Consulting services and practice management
Build your practice more efficiently, stand out from the competition, and prepare for the future with the support of Fidelity’s Client Consulting group—an experienced team focused on your success.