Stay competitive & compliant
To help expand your knowledge and grow your business, we offer a wide range of educational courses and industry seminars, covering a variety of disciplines including financial and retirement planning, insurance, trust services, asset management and more. Through our e-learning program, you and your staff can participate in nearly all of these classes from the comfort of your office.
Is there anything you need help with in your practice? Are there areas in which you’d like to maximize performance? Practice Intelligence is a web-based tool that provides a simple, step-by-step approach to optimizing some or all of your practice. Intuitive graphics and logical steps make it easy to define – down to the minutest detail – an area or single process in your practice. A handy assessment guide is available to help you get started.