Our customizable education and learning platform empowers your employees with the knowledge they need to be successful in their individual roles.

Access to Up-to-Date Industry & Regulatory Curriculum
Ensure Uniform Processes
Boost Client Confidence
Promote a Highly Trained & Engaged Workforce


Customizable Curriculum

Start with Wealth Management 101, where employees will learn about foundational elements of the wealth management industry from regulatory requirements to investment accounts. Additional courses are being built to assist you and your team to support your firm’s ongoing training needs and enable employees to better support customers and partners. If you or your firm has an interest in a specific area of learning, the Beacon Strategies team will partner with you to develop and deliver a curriculum tailored specifically for your team’s needs.

Elevate the Client Experience

A better-trained workforce produces confident team members as well as increased client confidence in the firm. Employees will know and understand the business in which they are working, enabling them to quickly and easily answer client questions without delay and right the first time. Uniform processes and consistency within client interactions result in a streamlined client experience.

Empower Employees

Demonstrate the value of your employees by investing in their career with relevant training. Specific workplace training and development boosts employee confidence by closing knowledge gaps and positively impacts their performance, job satisfaction, and productivity.


Every company can choose the experience that’s right for their team:

The Basics/Automated

Online access to curriculum via Salesforce for six months with responses to all questions and answers collected.

The Curated

All basics included along with limited firm customization with questions and answer sessions.

In Person Training

Curriculum delivered in person by Beacon Strategies faculty.