Professional development

Stay competitive & compliant

To help expand your knowledge and grow your business, we offer a wide range of educational courses and industry seminars, covering a variety of disciplines including financial and retirement planning, insurance, trust services, asset management and more. Through our e-learning program, you and your staff can participate in nearly all of these classes from the comfort of your office.

Regional conferences & continuing education opportunities

Regional conferences provide opportunities for advisors to interact with their divisional management teams and key home office departments through general sessions, breakouts and new intensive workshops that feature tactical ways to enhance your business. Topics include:

- Hands-on technology
- Wealth management
- Practice management
- Investment management

Professional development conferences, offered regionally in locations like Chicago, Las Vegas, San Diego, San Francisco, Nashville, Tennessee and Orlando, serve as both educational opportunities and networking events. Sessions at these conferences provide the chance to earn FINRA, CFP®, CPA and state insurance-licensing CE credits.

Women's Symposium

The Raymond James Network for Women Advisors’ annual Women’s Symposium brings together many of the country’s best and brightest women financial advisors for a dynamic forum of professional growth. Combining talks by industry and firm leaders, interactive breakout sessions and networking with other women advisors, this three-day symposium is designed exclusively for women advisors in all stages of their careers.

Practice Intelligence

These workshops are specifically created for advisors at financial institutions to facilitate an interactive educational experience. Advisors who are actively engaged in improving their practices and growing their businesses will appreciate the hands-on collaborative nature of these meetings.


ELEVATE is a unique opportunity for financial advisors, financial institution executives, program managers and branch professionals to get together with their peers, senior management and key experts from our educational partners, as well as the home office.

- Choose from multiple sessions covering areas such as advanced investment and planning strategies, retirement planning, practice management, marketing strategies and compliance.
- Top advisors provide insight by sharing their experiences and ideas for success.
- Obtain continuing education credits through sessions that enhance your knowledge of investment strategies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with flame design) and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.