SCF_University_Overview_Home-FNL-topwp

On demand resources.
Exclusively for SCF advisors.

SCF University is the all-new online education center available to SCF advisors. University curriculum places at your fingertips a vast selection of resources that will teach you to build your book of business, reach new clients, implement powerful technology, and improve operational efficiency. University courses are presented through various methods, including downloadable white papers, live and recorded webinars, and a library of streaming video.

You have complete freedom to select the courses that will benefit your practice most — in any sequence, at any time. SCF University is a free resource available to all SCF advisors.

 

Technology
Toolbox

Courses in this level will introduce you to the technology systems available to you as an SCF advisor. You will also have access to tutorials that will help you develop a basic working knowledge of our individual technologies, as well as customize them to suit your business model.

Product
Toolbox

From an overview of alternative investments and mutual fund analysis to bond pricing and fee-based planning, level 200 courses will educate you about our complete suite of products and how to take an active role in using them to help your clients reach their financial goals.

Practice
Management

Our 300 level courses will empower you to manage the business aspect of owning your practice. These courses will educate you in areas such as creating a DBA, developing a business plan, implementing technology, how to work with the back office, and much more.

Marketing
& Sales

Learn valuable methods and strategies for marketing your practice and increasing sales. These courses can provide you with valuable education for developing your brand, leveraging professional relationships,increasing referrals, and improving prospecting.

Succession
Planning

As an advisor, you help clients plan for their financial futures. It is equally important for you to plan the transition of ownership of your financial practice. These courses will provide insight about the significance of succession plans and how you can develop a plan of your own.