AdviceWorks Simplified Training

ABOUT THE EVENT

Cetera is hosting an in‑person AdviceWorks Simplified training for firms that clear through Pershing. This session supports administrative and operations professionals as part of the ongoing transition to the new AdviceWorks experience. 

The session focuses on reinforcing key workflows, highlighting what is changing, and providing practical guidance to help participants confidently navigate the new experience. It also supports broader change management efforts through applied learning, peer discussion, and direct engagement ahead of the rollout.

Who Should Attend

Administrative Professionals at firms that clear through Persing who support account opening, maintenance, and daily workflows within AdviceWorks as part of transitioning to the new experience.

This role-specific training provides:

• Interactive, instructor-led sessions within AdviceWorks
• Clear guidance on what is changing and what remains the same
• Tools to work more efficiently in the new AdviceWorks experience

Cost and Meals

Registration is complimentary for this event. Snacks and beverages will be provided throughout the training, and attendees are invited to a hosted reception following Day 1.

Attendees are responsible for their own travel and hotel accommodations.

Registration

Registration opens August 7. Space is limited, and registration will be available on a first-come, first-served basis. Registration closes September 18. We encourage you to secure your spot early.