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RIA Training

Training Opportunities

Becoming an RIA or Hybrid RIA is made easier with LPL Financial. We offer a myriad of training opportunities to help you and your staff master the skills necessary to run an efficient practice. Whether you're operating as an RIA or a Hybrid RIA, LPL Financial offers the training tools you and your staff require.

For new advisors and office staff we offer BranchNet 101, a powerful, hands-on classroom training session that explores the core areas of BranchNet.

Our LPL Financial Introductory Workshop is an eight-day training event that explores the features of our BranchNet platform as well as other LPL Financial systems that help simplify office operations. Sessions consist of interactive multimedia presentations and live Q&A so you and your staff can participate without leaving the office. If you require special assistance, additional training can be arranged onsite at your office.

Online Learning at Your Convenience

LPL Financial eLearning modules allow you to access training resources at your convenience, at your own pace, from any computer with Internet access. With topics like business processing, marketing to prospects, preparing for client meetings, and growing your practice, these self-paced modules are geared to accommodate advisors and staff with varying industry experience.

Educational and Networking Opportunities

LPL Financial offers an exciting array of programs and workshops at our annual LPL Financial Focus Conference.