December 14, 2017
3:00p - 6:00p
EFA Home Office
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
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
Leading Practice Management information, techniques and tools. CLARITY, SOLUTIONS & GUIDANCE TO REACH THE NEXT LEVEL OF SUCCESS!