Our training courses

Find out how to accumulate professional development units (PDUs) and stay professionally current as a financial planner (F.Pl.).

We also offer courses tailored to the needs of other specialists and the general public.

All the best with your professional development goals!

Professional development courses Choose courses and subjects that align with your needs.

Specialization program Broaden your skill set by developing expertise in entrepreneurship. New

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Professional development

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Professional development

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Training event

September 17–18

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Not an F.Pl.?

Don’t worry, we’ve got courses for you, too!

Continuing education courses Browse our continuing education courses.

Personal finance 101 Learn about the basics of personal finance through videos featuring our F.Pl.’s. New