My Advice Architect Training Bootcamp

ABOUT THE EVENT

Join us for the My Advice Architect Training Bootcamp, a full-day immersive training designed to help advisers confidently navigate and leverage Cetera's advisory platform as part of the SmartWorks Adviser technology update.

Led by experts from Cetera and Envestnet, this bootcamp will provide practical instruction, demonstrations, and guided exercises covering the end-to-end workflows you use every day. Participants will gain valuable insight into platform capabilities, trading processes, account onboarding, reporting, and ongoing account management.

By attending, you'll:

• Strengthen your understanding of the My Advice Architect platform
• Learn efficient workflows and best practices
• Gain hands-on experience through guided exercises
• Connect directly with Cetera and Envestnet subject matter experts
• Prepare for a successful transition to SmartWorks Adviser technology to My Advice Architect

This bootcamp is designed to accelerate your understanding of the platform and equip you with the knowledge and skills needed to effectively support your advisory business and clients.

Cost and Meals

Registration is complimentary for this event. Lunch will be provided.

Space is limited. We encourage you to register today.