Our microcourses as part of the Investments & Wealth Academy offer bite-sized, “just-in-time learning” opportunities no more than two hours in length. Covering a range of in-demand industry topics, our microcourses offer a glimpse of what often can be found in the curriculum of our other online learning courses, including our certification programs.

Featured Courses

Advice and Planning


This course will cover the four-step financial planning process and will touch upon the concept of advice engagement, highlighting strategies for fostering more meaningful conversations and delivering advice in a more effective manner.

Explaining Blockchain and Digital Assets to Clients and Prospects


In this informative session, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.

Social Security Planning


Advisors must understand the implications of when and how to take Social Security retirement benefits when creating holistic, goals-based retirement income plans.

Course Catalog

Access our Course Catalog for a comprehensive look at our live and online events, certifications, certificate courses, short courses, micro courses, webinars, on-demand offerings—and much more.

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Need a custom learning solution for your firm?

As competition for high-net-worth clients increases, sponsoring advanced education for your firm’s investment, wealth management, and retirement professionals delivers tangible benefits—from increasing client wallet share to retaining your top performers. 

CONTACT LARA DAVIES, Key Accounts Director