Wealth Management Academy

The Avantax Wealth Management Academy provides comprehensive educational programs and events that empower advisors to better assist their clients in reaching their most important family and financial goals. 

The Academy offers a wide range of formats and topics — including live instructor-led programs, in-person and phone meetings, webinars and webcasts, on-demand self-study curriculum, and continuing education initiatives — to fit your schedule and enable you to lead and grow your firm.



Avantax Wealth Management offers workshops for firms looking to launch or re-energize their wealth management businesses. These workshops are designed to educate advisors and assistants on the tools, systems and processes needed to build thriving wealth management businesses with Avantax as their business development partner.

Continuing Education

Avantax Wealth Management strives to keep affiliated firms educated on industry trends, advanced financial planning skills and compliance requirements. We provide the opportunity to receive continuing professional education credits for Certified Public Accountants and continuing education credits for CFP® professionals through our live educational events.

Education Designed for Assistants

The Wealth Management Academy creates an annual training curriculum and hosts monthly webinars designed to help wealth management assistants become stronger operational leaders in their firms.

Online Learning

The Wealth Management Academy hosts a variety of webinars that provide updates and information on a variety of topics, including Avantax technology, marketing resources, wealth management consulting resources and industry updates. In additional to live webinars, you also have access to on-demand modules to complete at your convenience.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.

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