Wealth Management Academy

Learn. Grow. Prosper.

Firms affiliated with 1st Global have access to a unique education system with a proven success record.

Through the Wealth Management Academy, our ongoing series of proprietary education programs, you will gain the essential knowledge that separates your firm from others. Whether you attend events at our Dallas Learning Center, at regional locations nationwide or online on our dynamic learning management system, you will become part of a highly educated group of financial advisors.

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CPAs and Wealth Management

The Critical Path to the Optimal Financial Services Firm

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.