Advisor Education Programs
With over 27 years of investment industry experience, Capital Group Senior Vice President Paul Cieslik has a depth of knowledge, a love of the business and, as a former financial advisor, a deep appreciation for the value that advisors deliver to their clients each day. Prior to joining American Funds, Paul was also an investment analyst and a securities trader.
Chris Gies is a Senior Vice President, Advisor Education for Capital Group, where he focuses on training high-level advisors. With 35 years of experience, he has a broad knowledge of the investment industry.
With an engaging style and love for the industry, Capital Group national speaker Wassan M. Kasey brings a passion for cultivating relationships and motivating financial advisors in areas such as practice management, client engagement and sales strategy. With 15 years of investment experience, Wassan specializes in creating a personalized approach to selling and challenging advisors to view their business differently.
With a motivational style honed during his years as a major college football coach and experience gained during his career as a successful financial advisor, Capital Group senior vice president Dave Petzke helps advisors of all experience levels develop crucial business-building skills.
In challenging audiences to look at things differently, Capital Group senior vice president Tom Warren draws on extensive experience as well as his diverse educational and professional background. The result is an insightful and refreshingly practical perspective on the retirement plan world.
See more practice excellence resources from members of our Advisor Education team below. These articles and videos provide practical and useful insights to help financial advisors improve their practice and to better serve clients.
Continuing education credits: Accepted by the CFP Board for 1 hour of credit toward CFP certification and accepted by the IMCA for 1 hour of credit toward CIMA®, CIMC® and CPWA® certification.
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