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Get informed by attending webinars, information sessions, and events to support your business needs.

Webinars
Info Sessions

Webinars

Webinar

Rebalance & Monetize Your Book of Business: Partial Book Sales

LPL Financial offers a simple, efficient process for purchasing accounts that no longer fit your business goals so you can create the capacity to do more of what matters most to you. Partial Book Sales provides straightforward deal terms, competitive cash payout for accounts, and ensures a seamless transition of those clients for ongoing financial advice and care.

May 14th, 2025 at 12:00am PST / 3:00pm EST

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Take Care of Your Talent: 3 Tools to Safeguard Your Success

Your team is your greatest asset—are you giving them the support they need to thrive? In this session, we’ll explore three powerful solutions designed to help financial professionals strengthen their internal operations, protect their people, and set the stage for long-term success. Whether you're managing a growing team or building for the future, these tools can help you create a more resilient and productive practice.

May 15th, 2025 at 11:00am PST / 2:00pm EST

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Information Sessions

Information Sessions

LPL Advisor Institute: New Advisor Training General Information Session

Are you looking to hire a new advisor and interested in tools to help you find talent with the highest potential to excel? Or, have you recently hired a new advisor and need help with their training? If you answered yes to either of these questions, then you’re invited to join us for a live, 30-minute information session. Learn about all of the Advisor Institute's programs and how they can help you expedite the hiring and development of new advisor talent.

Current training programs include a robust 12-month option where new financial professionals take on increasingly more responsibility as they develop their own books of business, plus options for new advisors to get fully licensed, gain core business skills, or work towards their CFP® certification.

Select a 30-minute information session:

Thursday, May 8th at 11:00am PST/ 2:00pm EST Register Now »

Thursday, June 12th at 11:00am PST / 2:00pm EST Register Now »

Information Sessions

LPL Advisor Institute: CFP® Certification Programs Information Session

Becoming a CFP® professional can propel your career to new heights and give you a competitive advantage over your peers. Join us for a live, 30-minute webinar to discover the transformative benefits of earning your CFP® certification. We’ll delve into all of the details of the certification process and share with you two certification program options that can help you kickstart your journey. One of these programs can help you get on the fast track, enabling you to be ready to take the CFP® exam in just 8 months.

Select a 30-minute information session:

Thursday, May 8th at 12:00pm PST / 3:00pm EST Register Now »

Thursday, June 12th at 12:00pm PST / 3:00pm EST Register Now »