Education / Training

CPAs are unique in that they are well positioned as clients’ key advisors and possess the necessary skills to expand their services in this area.

Education and Training

Wealthmetrics offers the most advanced education and training programs focused on:

  • Regional meetings
  • Just-in-time training
  • Electronic communications
  • CPA continuing education courses
  • National conventions and conferences
  • State-of-the-art webcast training and scheduled conference calls
  • Industry trends
  • Compliance issues
  • Using WealthStar Link software
  • Developing business and marketing plans
  • Advanced planning case studies and complex case design
  • Understanding key products and their applications to your markets