2019 Trading Services Workshop Series

Tuesday, July 23 | Boston


Register

2019 Trading Services Workshop Series

Wednesday, August 21 | San Francisco


Register

2019 Trading Services Workshop Series

Thursday, August 29 | Portland


Register

2019 Trading Services Workshop Series

Thursday, September 12 | Saint Louis


Register

2019 Trading Services Workshop Series

October 2019 | Chicago


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Trading in Today’s Markets

Join us for an in-depth discussion on all things trading, from technology to investment platforms to strategies that can differentiate your business. Enhance your investment operations with the practical application of the latest trading and rebalancing tools for equities, ETFs, mutual funds and options. Learn how to leverage Trading Services provided by TD Ameritrade Institutional to help you refine your strategies and spend more time with your clients. In select cities, engage in an interactive panel discussion with advisors who are growing their businesses using options strategies designed for income and protection.

Learning Objectives

Each workshop is designed to help you:

Continuing Education Credits

Earn 5.5 CERTIFIED FINANCIAL PLANNER™ (CFP®) continuing education credits at this workshop.

Learn More

Join our webcasts every Tuesday at 4:30 p.m. ET to explore everything from technical analysis to options strategies and earn CE credits.

Want to learn more from our experts? No problem. At your leisure, take some time to read our blog or follow us on Twitter - @MikeTurvey_TDA and @MikeMcKerr_TDA.

Boston

Tuesday, July 23

Boston

Tuesday, July 23

Register

San Francisco

Wednesday, August 21

San Francisco

Wednesday, August 21

Register

Portland

Thursday, August 29

Portland

Thursday, August 29

Register

Saint Louis

Thursday, September 12

Saint Louis

Thursday, September 12

Register

Chicago

October 2019

Chicago

October 2019

Join Interest List