Wealth Advisor Curriculum

The Wealth Advisor Curriculum is a collection of programs focused on teaching financial, tax, real estate, insurance, accounting, banking, and estate professionals the technical processes and marketing tools necessary when conducting collaborative wealth strategies planning.

The Curriculum is designed for team-teaching in an informal setting, where dialogue and audience participation are as important as the materials prepared by the presenters. As a result, participants are able to gather the most qualified opinions and training from diverse, dependable sources. Courses are designed to give professionals comprehensive strategies to pass financial knowledge and success to their clients. The presenters are experts in their field who enjoy teaching and who give of themselves and their free time. Their unique skills, experience, expertise, and judgment are truly invaluable to the audience and are extraordinarily well-received!

Because every professional's needs depend on personal circumstances, we have developed a range of courses to address specific needs and to help advance each participant individually within their own practice areas.

Additionally, the Institute offers various newsletters, articles, bi-monthly mailings, and formal publications, all designed to share expertise, unique knowledge, and practical applications of experiential know-how.

The Programs hosted by SCI's Wealth Advisor Curriculum Include:

Practice Developer Program (PDP)
These 1- to 2-hour programs are designed to help professionals increase their knowledge and relationship skills in order to facilitate stronger and more competent financial planning packages for their client's futures.

Thursday Insights
These free educational workshops are presented weekly and geared to teach professionals the latest in wealth strategies planning.

California Forum
This yearly 2-day event concentrates on new topics that have materialized in CA's laws, and new financial planning strategies and techniques developed over the previous year. But most importantly, the California Forum presents an opportunity for financial professionals and advisors to share techniques, process, and experiences in a collaborative educational environment.

The Laureate Program
The Laureate Programs, designed in conjunction with Advanced Wealth Studies Institute, are educational programs focused on retaining and attracting affluent clientele. The World of the Laureate is an atmosphere created by like-minded professionals to achieve a meaningful and profitable life through serving the needs of others in a unique and collaborative environment. Laureates help develop a quiet confidence through education, training, and sharing of life experiences.