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Advisor Training

2010 Schedule of Events

Financial DNA Workshops

Training Title

Training Dates

Wealth Mentor Training
Part 1

To register and for further Information,

Click Here

November 4-5, 2010 - Atlanta, GA

Wealth Mentor Training
Part 2

To register and for further Information,

Click Here

November 11-12, 2010 - Atlanta, GA

For further information or to register for our training sessions please click on the links above or contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Webinar Series

Training Title

Training Dates for
"Know Your Client" and
"Client Discovery" Webinars

About Financial DNA
"Know Your Client"

Webinars are generally held from

1:00-2:00 PM US EST

To register and for further Information,
Click Here

Financial DNA
Client Discovery Training

Webinars are generally held from
2:30-4:30 PM US EST

To register and for further Information,
Click Here

2010

September 14, 28
October 12, 26
November 9, 23
December 7

All of our education programs for financial advisors (except for those relating to practice management) have been granted CE credits by the CFP Board.