Broker Check

Events

December 14, 2017

3:00p - 6:00p

EFA Home Office

Holiday Open House

Join your EFA Family for appetizers & cocktails as we celebrate the holiday season!

 

January 17 - January 18, 2018

8:00a - 4:00p

KMS FINANCIAL SERVICES

Behavioral Financial Advisor Designation

Elevate your role with clients by establishing yourself as a trusted, highly valued partner. The Behavioral Financial Advice Training Program, in cooperation with think2perform, provides training that deepens client relationships, allowing you to move beyond a product focus and effectively influence the spending and saving behavior of your clients - the most important factor in portfolio growth. Individuals who have successfully completed their Behavioral Financial Advice certification exam are authorized to use the following certification marks in communications and marketing materials: Behavioral Financial Advisor™, BFA™.

 

February 6 - February 7, 2018

8:00a - 12:00p

Securities America’s Corporate Headquarters

Next Level Class #18

Leading Practice Management information, techniques and tools. CLARITY, SOLUTIONS & GUIDANCE TO REACH THE NEXT LEVEL OF SUCCESS!

Event Registration

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