8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

Interested in affiliating?
LearnMore@1stGlobal.com
(800) 959-8461

Interested in a career?
Click here for current job openings

Print This Page E-mail This Page

Through our Wealth Management Academy®, 1st Global has created a series of education programs to help you grow as a wealth management professional. Many of the programs are held at 1st Global’s Dallas Learning Center, some at regional locations around the country and other courses are available anytime on our Financial Advisor website.

Study Groups: The WIN Program

MATRIX™ Workshops

Financial Advantage Series [Close]

1st Global is introducing the Financial Advantage Series to expand the reach of your firm’s wealth management offering. Through a combination of two-day workshops in Dallas, Texas, and a series of regional field meetings, the Financial Advantage Series will help you adopt 1st Global’s proven business-building capabilities and grow your wealth management firm.

National Conference

Wealth Management Academy® Webcasts

Video Education Series

 

Our firm is tremendously pleased with the many educational opportunities 1st Global provides us: courses, workshops, annual meetings and online webcasts give us comprehensive information on how to help our clients. With 1st Global’s ongoing support, our CPA firm can provide a much more comprehensive package of services to our clients. As a result, our financial planning practice is growing steadily.

CPA Representative
Jacksonville, FL