Wealth Management Academy

Wealth Management Academy


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 an an elite group of CPA firm partners offering wealth management in a class of their own.

WIN Program

The Wealth Management Instruction and Networking (WIN) Program provides ongoing education, networking and support for all 1st Global affiliates. WIN Teams located across the country meet monthly in central locations to provide the strategic information that your firm needs to succeed.

Through the WIN Program your firm partners can expand their knowledge of Method 10™ client solutions, keep abreast of wealth management industry trends, share business-building ideas, and network and build alliances with investment and insurance professionals. The goal of the WIN Program is to help your firm become a market dominator.


MATRIX™ Workshops are a full week of education designed to train advisors and wealth management assistants on building and managing a successful wealth management business. These workshops cover the four areas firms must master to build a wealth management business: Marketing, Sales, Operations, and Administration.

The first two days cover essential marketing systems and sales skills. Firm partners and assistants will learn how to market financial services to clients using proven marketing tools and systems. Attendees also learn sales presentation skills and how to use them when conducting client meetings. The latter part of the course provides an overview of processes and paperwork, compliance, legal and technical considerations and the essentials of doing business through 1st Global.

Financial Advantage Series™

1st Global introduces the Financial Advantage Series™ to expand the reach of your firm’s wealth management offering. Through a combination of two-day workshops in Dallas, Texas, and a series of regional field meetings, the Financial Advantage Series™ will help you adopt 1st Global’s proven business-building capabilities and grow your wealth management firm.

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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.