Welcome First Allied Advisors
Our team at FMT Solutions looks forward to working with you to grow your advisory practice through teaching retirement education courses at educational venues near your home or office.
How it works:
FMT Solutions provides everything you need to teach retirement courses: instructors licensing, training on how to teach the courses, full service marketing campaigns, FINRA and Cetera reviewed and approved course materials, and RSVP services.
Am I qualified to teach?
Prospective advisors must have an investment advisor designation and typically have at least 5-10 years of experience with providing comprehensive retirement planning services. Most importantly, you have a strong desire and commitment towards growing your practice through education.
What is the next step?
Please complete the short form on the right to learn more and one of our licensing specialists can help you from there!
Contact First Allied
Contact FMT Solutions