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Training

Leveraging LPL Financial technology can help you run a more efficient business. The LPL Financial Training Department can help you learn how to fully leverage available technology, quickly and easily to optimize your time and reduce costly overhead.

Through a suite of eLearning modules, web-based conference calls, hands-on learning labs, business development events, regional training events and more, it’s easy to access the training programs that best fit the needs of your practice and staff.

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

  • LPL Financial Introductory Workshop - LPL Financial Introductory Workshop provides new advisors and their staff a perfect opportunity to get better acquainted with BranchNet and the Resource Center. Offered once a month, this eight-day course explores the features of BranchNet software and guides participants in using LPL Financial technology to simplify office operations. This series of one hour sessions is recorded and available for replay on the Fast Forward website.

  • City Tours - LPL Financial Fast Forward City Tour provides a unique opportunity to develop new skills, gain valuable insight and network with peers. With small classroom settings, hands-on technology training, continuing education and over 60 breakout sessions, the City Tour is an investment with unlimited returns for you and your staff.

  • 30-Minute Tips and Tricks - LPL Financial 30-minute web-based conference calls keep advisors and their staff informed of new firm initiatives as well as BranchNet enhancements. Each session takes an in-depth look at one specific feature and addresses common issues and frequently asked questions. Sessions are recorded and available for replay on the Fast Forward website.

  • Business Development Events - LPL Financial Business Development Events are regional, interactive training events focused on a specific investment platform, strategy, tactic or tool. These events – ranging from trust symposiums to advisory events – are committed to helping advisors grow their practice.