Training Services

Learn more and keep up to date with Mentor's custom Training Services

Keeping your employees and members of the firm up to date with changes to or additions of a variety of functions, procedures and even software is an often overlooked aspect of the business. At Mentor RIA Consulting, we have trained principals, advisers and employees on compliance requirements and changes, financial planning software, advanced planning techniques, as well as industry specific and general knowledge applicable the an RIA firm's business.

Mentor's approach to training is flexible, customizable and effective. Among the features of our training services are the following:

Training provided at your location, over the internet or at a public facility

We will use your training materials, advise on the creation and update of your materials or will present our own materials

Training provided for one person, a team or larger groups

Training at different levels depending on audience - always clear and understandable

NEW Training Programs Available include:

Compliance Series - Updated Cybersecurity Requirements

Planning Series - Advanced Medical Planning

Planning Series - Step by Step Social Security Retirement Benefits

Planning Series - Charitable Planning Ideas

Planning Series - Client Year-end Update

Planning Series - Basics of Small Business Succession Planning

Compliance Series - The Annual Form ADV Update

Planning Series - Planning Oversight

Sample Training Presentation (Partial) - HERE

Other Titles Include:

Compliance Series - Preparing the Annual Risk Review

Planning Series - Modeling the Impact of Future Purchases or Sales

Compliance Series - Understanding the Advertising Rules

Planning Series - Common Modeling Mistakes

Compliance Services - How to Handle Trade Errors

Planning Series - Asset Selection in Funding Goals

Compliance Series - Disaster Recovery and RIA Business Succession

Planning Series - Modeling Trusts in Your Financial Plan

Compliance Series - Adding a New State Registration

Planning Series - Working with Real Property in Your Plan

Please Contact Us with any questions or requests regarding our training services.