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Get the training you need -- without leaving your desk

To take full advantage of our many fine products and services, you need to have the right training. And you can get it without ever leaving your desk.

During a typical month, our Technology Training department offers more than 120 courses on a variety of topics, including the following:

  • BETALink & Order Entry Training
  • Reports Training
  • HOLD — Cost Basis Training
  • Research Connect Training
  • Performance Reporting
  • ILX
  • Opening New Accounts
  • Basic Operations - Policies and Procedures
  • BETA for Principals
  • BETA for Support

These classes are user-friendly and results oriented. Best of all, you can take them right at your computer. Through the Internet and our PlaceWare training package, you can attend cyber classes, ask questions and interact with the trainer. In short, you can do virtually anything you'd do in a "real" classroom — without the hassles and travel time.

In addition, you can arrange for training at your offices by our skilled staff. They take the time to help make sure you are comfortable with the technology and tools you have. Or, you can call the Help Desk when you have a question that requires an immediate answer.

We want you and your Financial Consultants to get the most out of our tools and services. That's why we make sure you've got the training you need to succeed.



"I didn't want to work with BETALink at first. I just didn't want to go through the retraining. But it turned out to be less than 30 minutes and easy."

Bruce Edwin Graham,
B.B. Graham & Company,
Orange County, CA