Advisor Support

Building a solid foundation

Advisors are the face of your business. Credential provides extensive resources to support advisors as they build, deliver and maintain a consistent and distinct client offering.

Build credibility in a competitive market space
The Credential Wealth Management designation program positions advisors to integrate a strong service delivery model into their practice, and ensures a consistent and distinct client offering.

Cultivate talent and improve efficiency
We offer an ongoing series of educational events throughout the year to keep advisors up to date with regulatory changes, industry trends and best practices. Webinars, small group sessions, and national and regional conferences ensure all advisors have access to the latest information to stay ahead of the game.

Marketing support for all stages of the sales process
Our in-house experts provide turn-key marketing materials to promote wealth services and build awareness. Credential helps you attract prospective clients and strengthen relationships with existing ones using our collection of client letters, multi-purpose content, and concept charts.

Access industry-leading market research
Credential has developed strategic relationships with major research providers, offering our partners with commentary and trusted third party research on products, market trends and best practices. See the full list of our research partners.