Professional development

Foundations

Foundations is Guardian’s 90-day structured learning experience, where new Financial Representatives gain the know-how, confidence and belief system they need to get a strong start to their careers. The program integrates in-person, online, and in-agency learning to help you develop and apply fundamental knowledge and skills.

Foundations for Wealth Management (FWM)

Foundations for Wealth Management helps newly registered IARs off to a fast start with an immersive introduction to the PAS platform, products, and services. The in-person capstone allows participants to experience, practice and refine their wealth management process – from initial prospect interactions to annual review.

New Hire Licensing Support Programs

Complimentary on-demand digital resources and instructor-led classes to help you prepare for your licensing exams- Life & Health and FINRA SIE, Series 7 & Series 66.

GuardianU

Guardian U is an online learning platform, providing on-demand access to a wealth of training, videos, resources, and tools to help you build a successful practice and refine your skills.

Weylman Partnership

Weylman provides content and resources to financial professionals to help them build strong relationships in the Target Markets they choose to work in. That means building business relationships and a client base in the communities that are important to you. In addition to the Weylman content available on Guardian U, you have access to a wealth of resources on the The Weylman Center. This platform is available to support your client acquisition and market development efforts.

Professional Designations

FRs who hold professional designations can be more productive and are more likely to remain in the career long-term. Guardian is committed to your pursuit of professional designations and offers incentives to help get you on your path to continued development.

LBS Forum

The LBS Forum events are designed for users of The Living Balance Sheet® (LBS), Guardian’s proprietary sales and client servicing platform. They provide an in-depth look at the LBS philosophy, tools, planning concepts and sales narratives proven to help you grow your practice.

BRC Symposium

The BRC (Business Resource Center) Symposium is a multi-day event of seminars and workshops that cover topics pivotal to the advanced planning arena. In addition to enjoying presentations from outside experts on the featured concepts, attendees will have the opportunity to hear top Guardian FRs sharing their wisdom and experience.

Women’s Leadership Summit

WLS is an annual 2½ day development conference with content strategically curated with how women learn in mind. Content is provided to help you grow professionally as well as personally and build relationships with other women in The Guardian Network®.

Conference of African American Financial Professionals

CAAFP (Conference of African American Financial Professionals) focuses on addressing the wealth gap in African American communities with a mission to advance and foster professional relationships as well as the development among African Americans working in the financial services industry. Guardian has been sponsoring this conference since 2016 and is proud to continue to do so as part of our commitment to inclusion and diversity.

Investment News Women Advisors Conference

For over five years, the Investment News Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. In 2020 Guardian became a sponsor as part of our commitment to inclusion and diversity and the development of our female FRs.