Education & Training

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Fi360

Phone: (866) 390-5080
Emailsolutions@fi360.com 
Web: www.fi360.com
Fi360 is the leading global provider for comprhensive fiduciary education and technology solutions for advisors and insitutions.  

 

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Junxure

Phone: (866) 586-9873, opt. 2
Emailsales@junxure.com  
Web: www.junxure.com
Junxure is a practice improvement firm that provides technology, consulting and training to help advisors build their dream firm.

 

kaplan logo 

Kaplan

Phone: (866) 963-8329
Web: www.schweser.com  
Kaplan is a leading provider of financial, accounting, securities and insurance education for hundreds of thousands of business professionals around the world.

 

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Keir Educational Resources

Phone: (800) 795-5347
Email: SBryant@KeirSuccess.com
Web: www.KeirSuccess.com
Keir Educational Resources is an exam preparation company for individuals seeking a professional license, designation or certification in the financial services industry.

 

NEFE 

NEFE 

Phone: (303) 741-6333
Web: www.nefe.com 
NEFE is a nonprofit foundation that inspires empowered financial decision making for individuals and families through every stage of life. 

 

Peak Advisor Alliance

Peak Advisor Alliance 

Phone: (800) 514-9116
Web: www.peakadvisoralliance.com 
Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial advisor coaching and practice management company.  

 

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PlanPlus Inc.

Phone: (705) 324-8001 / 1 (800) 364-1293
Email: info@planplus.com
Web: www.planplus.com
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.

 

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