Advisor Education Programs | Capital Group

Advisor Education Programs

Professional development increases productivity and enhances investor satisfaction. American Funds can help sharpen and supplement your efforts through our wholesalers’ wealth of experience in investment and retirement planning. Our webinars and education sessions include presentations both in person and via webinar/conference call, tailored for your advisor training meetings.

Education Sessions

Contact your wholesaler to schedule an education session.

Advice Revolution

Helps Financial Advisors reframe their value. A revolution is underway that sets the stage for advisors to demonstrate and confidently price their value. Strategies are revealed that help elevate client relationships while developing processes designed to enhance the advisor’s value in this changing marketplace.

A New Standard of Care

We challenge advisors to think differently about their client engagement strategies by looking at regulatory challenges, competitive pressures and seismic demographic shifts.

Building on a Strong Foundation

The program demonstrates the importance of an Advisor Credibility Statement, Standard Operating Procedures and a Client Engagement Strategy to strengthen existing relationships and build bridges to new opportunities.

Retirement Changes Everything

Uncovers critical differences in investor psychology to unlock effective ways of working with clients near retirement.

Changing the Frame

Managing client behavior is difficult in any market, but recent conditions have compounded the challenge of keeping investors on track with their long-term objectives.

Cultivating Durable Loyalty

The program focuses on trust and loyalty, and how both play a vital role in forging lasting relationships with both retirement plan sponsors and participants.

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

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.