Training & Education

Training and Education Any Way You Want It

Your practice is unique and needs personalized services to reach the places you hold in your aspirations, dreams, and hopes. ProEquities provides many training and educational opportunities to help you improve and grow.

Training & Growth Opportunities

  • Investment Advisory Academies 101 & 201
  • Coaching Programs
  • Webinars spanning a wide variety of topics

Enjoy, Network, and Learn.

Annual Conferences

The Elite Summit

The Elite Summit is an annual recognition and rewards celebration for advisors who perform on the highest level. Here, our advisors reflect and collaborate on our successes and performance over the previous 12-month qualification period from January 1 – December 31 as well as look toward our future. Held in both domestic and international locations, we’re committed to offering an intimate, conversational setting for advisors and their guests that provides “that royal feeling.” This exclusive group of advisors will have an opportunity to build closer relationships with peers and the ProEquities leadership team while creating unforgettable memories.

APEX Conference

The APEX conference, previously the National Business Builders Conference, is an advisor, branch manager, and sales assistant focused educational, training, and networking event held in varying locations in the United States. Mornings feature main stage speakers appropriate for the entire audience; afternoons offer breakout tracks to customize your business building experience. Running from Sunday late afternoon through Wednesday noon, evenings offer entertainment and networking along with dine-arounds with Strategic Partners. Presentations include commentary on today’s economy, how to build and sustain your practice, and both broad-based and specific marketing ideas.

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