Our business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities.
For over 25 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.
Partnering with 1st Global allows you to be more, play large, and let go.
CPA Wealth Enterprise is tailored to a CPA audience that understands that wealth management is an ethical, service-based business.
The 1st Global Wealth Management Academy®provides comprehensive educational programs and events that empower advisors to better assist their clients in reaching their most important family and financial goals.
The Academy offers a wide range of formats and topics including live instructor-led programs, in-person and phone meetings, webinars and webcasts, on-demand self-study curriculum, and continuing education initiatives to fit your schedule and enable you to lead and grow your firm.
1st Global offers workshops for firms looking to launch or re-energize their wealth management businesses. These workshops are designed to educate advisors and assistants on the tools, systems and processes needed to build thriving wealth management businesses with 1st Global as their business development partner.
1st Global strives to keep affiliated firms educated on industry trends, advanced financial planning skills and compliance requirements. We provide the opportunity to receive continuing professional education credits for Certified Public Accountants and continuing education credits for CFP®professionals through our live educational events.
The 1st Global Wealth Management Academy®creates an annual training curriculum and hosts monthly webinars designed to help wealth management assistants become stronger operational leaders in their firms.
The 1st Global Wealth Management Academy®hosts a variety of webinars that provide updates and information on a variety of topics, including 1st Global technology, marketing resources, wealth management consulting resources and industry updates. In additional to live webinars, you also have access to on-demand modules to complete at your convenience.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards Initial and ongoing certification requirements.
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