Our investment education offerings help strengthen knowledge of key principles and concepts for advisors and investors. Tap into our education resources to identify and discuss the factors that may impact investment strategies.
Development plans customized for your firm’s needs
Franklin Templeton Academy strives to help advisors improve regardless of where they are in their careers. Our mission is to empower our partners with insights, education, and consulting to drive extraordinary outcomes.
A consultant from The Academy will work with you to ensure the curriculum and training plans to be provided are properly suited for the individuals and teams within your firm.
Investment Education
Business Building
As part of our consultative approach, we identify and target areas of opportunity and growth for your business. We can provide tailored solutions to support practice growth and better client relationships.
Wealth Planning
Our team of financial planning experts focuses on a range of timely and actionable wealth planning strategies to support client discussions. Topics include generating income in retirement, the impact of taxes, funding education, and planning for an efficient wealth transfer.
An investment in knowledge pays the best interest.” — Ben Franklin