Training and Education


Practice Management | Training and Education | Coaching | Upcoming Events

At Investment Advisors Corp. (IAC), we are fully committed to supporting our investment advisor representatives through training and educational opportunities, including:

One-on-One Training
Our advisors can depend on us to provide one-on-one training that is customized to meet their individual needs. New advisors receive personalized training on Investment Advisors Corp. programs and systems. Additional training is available from the custodian or manager that our advisory representatives choose to utilize. Our home office team has extensive experience with these firms and is available to help advisors quickly learn the new systems and procedures.

Online Training
Online training modules are available through our relationships with First Clearing, Schwab, Fidelity and TD Ameritrade. Training modules cover a wide variety of topics and are specifically tailored to the needs of both new and established advisory representatives. Online training for staff is also available.

IAC Webinars & Lunch n' Learns
Webinars and Lunch n' Learns, hosted by IAC and our partners, provide ongoing educational opportunities on a wide range of topics.

IAC Annual Conference
The IAC Annual Conference takes place each summer in conjunction with the annual conference of our broker-dealer affiliate, Broker Dealer Financial Services Corp. The event features dynamic keynote speakers, informative breakout sessions and continuing education seminars. The conference also provides valuable networking opportunities and a forum for our advisors to exchange ideas.

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Training Archives

The following IAC webinars have been previously recorded and are now available for online viewing: