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Training
This is an important step to becoming a successful H.D. Vest financial advisor. We offer you exceptional education and training geared to your needs as a tax professional. There are numerous options you can choose to build upon your broad tax knowledge and take your practice to the next level of financial service.
Mentor Program
This is a great opportunity to work one-on-one with our experienced Advisors. Think of it as having a financial planning coach. You will gain valuable information on setting achievable business goals, identifying resources and interacting successfully with clients.
H.D. Vest Financial Planning Institute
If you want a fast start to transitioning your tax practice to a growing tax and financial planning practice, this is it. You will learn to use the tools we provide you to approach clients about financial planning. We will show you how to build a partnership with us, learn the most effective way to close a sale and much more.
National Conferences, Regional and Local Meetings
Two national conferences annually, over 50 regional and over 120 local meetings provide you with an opportunity to network with experienced Advisors and to take CPE qualified courses that will greatly expand your knowledge base.
Online Technology Training
We host frequent online technology classes designed to help you become proficient with the vast selection of technological tools we provide you. Simply connect to the sessions using your Internet access from your own office. This is the perfect way to get up to speed quickly and efficiently.
Self Study
With our Financial Planning FastTrack and Keys to Asset Allocation, you can gain the information and skills you need to get a successful start in this business.
- Financial Planning FastTrack. This guide gives you everything you need to get started, market your practice, implement the financial planning process, complete client transactions and more.
- Keys to Asset Allocation. Learn how to allocate your clients' assets based on their unique situations and investment needs.
For more information on our Training, call 800.742.7950
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