Training

As an H.D. Vest Advisor, you have the training available to help you succeed. From self-study classes to face-to-face training and conferences, you choose what type of training and delivery format is most desirable for you!

• National Conference

  Advisors who attend this three-day conference produce, on average, six times more revenue than Advisors who do not attend. H.D. Vest sponsors an annual conference that provides you with an opportunity to meet with staff, network with experienced Advisors and take courses that will greatly expand your knowledge base. Each three-day convention boasts more than 100 courses and attracts as many as 1.200 Advisors. We believe so strongly that these conferences will help take your business to the next level that we provide each new Advisor with a waiver for the registration fees when they attend their first conference.

• Mentor Program

  Learn from those who have already walked in your shoes and experienced success by participating in this program. Participating Advisors benefit from networking advantages, enhanced interaction with educational partners, membership on a success-focused team and increased understanding of our services.

• Coaching Program

  Highly qualified Advisor Coaches are available to help you with specialized training on a key component of your business through this program. These coaches have made a commitment to coaching other H.D. Vest Advisors and their firms to achieve their full potential.

• Partners Program

  Looking for an investment planning alternative? If you recognize the value of providing financial services but don’t have the time take advantage of this program. Through a partnership with an H.D. Vest colleague, you’ll be provided with a solution toward alleviating your work load while experiencing the benefits of adding financial services.

• Chapter Meetings

  Join local area Chapter Meetings hosted by experienced advisors from May through October and expand your financial planning horizons. Nationwide, these half-day seminars are a place for you to network, share knowledge, solve problems and make a tangible connection with your local H.D. Vest community. Advisors also meet educational partner representatives and discover how to leverage these resources to build their practices. In fact, many of these meetings qualify for CPE and are a forum to complete annual compliance requirements. Click here to find a Chapter Meeting near you!

You are in a unique position to become your client’s wealth manager. In order to do so, you will need specific instruction to learn appropriate solutions for meeting your clients’ neeeds. H.D. Vest provides you with educational opportunities including:

• H.D. Vest Financial Planning Institute

  The Financial Planning Institute can set you on the fast track to transitioning your tax practice into a growing tax and financial planning practice. It will give you face-to-face interaction with others learning the business and experienced Advisors who will co-facilitate the class.

• H.D. Vest Elite Academy

  Advanced practice management training is provided through this program. Participants focus on creating a consistent client experience during a concentrated workshop and with a detailed follow-up program.

• Web-based training

  H.D. Vest hosts online classes and podcasts designed to help you become proficient in a myriad of tools and programs available. Some courses are instructor led and some are self-paced. You can connect to the sessions using your Internet access – all from the comfort of your own office, when it’s convenient for you.