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  • OSJ@wealthplanfinancial.com

Development & Training

  2. For Advisors
  3. Development & Training

We believe that learning is a life-long activity that will benefit you and your clients. From virtual training and continuing education opportunities, to exclusive seminars that provide opportunities for one-on-one interaction with top advisors, a robust financial advisor training program is available that fits different life and learning styles.

If you value face-to-face interaction with faculty and networking with your peers, we have access to a full calendar of financial advisor training and continuing education meetings. Video and virtual training conferences can help meet you and your staff’s needs without leaving the office.

Here are some professional development programs and opportunities available to you:

  • LFS Virtual University is available 24/7 to access education and training when you want it
  • Recognition and business development programs hosted in national and international destinations
  • National, regional and local business-building conferences
Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2023 | WealthPlan Financial. All rights reserved.