Continuing education and training that helps you meet your development goals

Our training and education approach allows you to design a customized development plan. This includes learning from both internal experts and third party, world-renowned institutions. You can build your development plan at your convenience with online and mobile course access.


IG University focuses on these programs

Core curriculum:

• Onboarding
• Mandatory education
• Elective courses/programs

Continuing education:

• National Education Days
• Accreditation
• Professional development
• Professional designations

Enrichment events:

• Academic, Executive and Leaders’ series
• President’s Program

Third-party partnerships:

• Wharton University of Pennsylvania
• Hoopis Performance Network
• Bill Cates courses

Financial planning education and training

We schedule and provide the necessary training to maintain your professional licenses and designations, and to meet your mandatory and regulatory requirements. At IG University it’s easy to stay up-to-date on all of our products and services.

Ongoing development

We’re constantly enhancing our courses to provide you with the competitive edge that helps you steadily grow your practice. We focus on three areas:

Business development and marketing

We provide internal training modules and videos focused on developing an effective marketing plan. Your Regional Director will also provide you with advice and training. Our third-party partnerships help to broaden your marketing and prospecting skills, such as courses with Bill Cates on earning quality referrals.

Practice management

We provide a frequently updated source of articles and white papers to help you efficiently manage your practice.


As your practice grows, so too will the team you’ll need to support it. Our courses will train you to become an effective leader, and ensure that your practice runs smoothly and efficiently.

Interested in learning more?

A Senior Talent Acquisition Specialist is available to answer any questions that you may have.

Herp Lamba, Head of Advisor Practice Recruitment