Professional Development

You have your own career goals, a vision of where you want to go and what success looks like to you. By becoming a part of The Guardian Network®, you gain access to professional development programs and systems organized to help you build your practice, working in the communities you choose, guiding your clients’ financial decisions. No matter your level of experience, we can provide:

what you need
when you need it; and
in the way you prefer to learn

In-Office

Off site

Online

In addition to your in-office training and development, you’ll have access to a suite of development opportunities for every stage of your career, as well as sales programs to help you identify opportunities to increase production, manage your business and take your practice to the next level.

Name

Description

Foundations

Foundations is Guardian’s 90-day structured learning experience, where new Financial Representatives gain the know-how, confidence and belief system they need to get a strong start to their careers. The program integrates in-person, online, and in-agency learning to help you develop and apply fundamental knowledge and skills.

GuardianU

Guardian U is an online learning platform, providing on-demand access to a wealth of training, videos, resources, and tools to help you build a successful practice and refine your skills.

Weylman Partnership

Weylman provides content and resources to financial professionals to help them build strong relationships in the Target Markets they choose to work in. That means building business relationships and a client base in the communities that are important to you. In addition to the Weylman content available on Guardian U, you have access to a wealth of resources on the The Weylman Center. This platform is available to support your client acquisition and market development efforts.

Professional Designations

FRs who hold professional designations can be more productive and are more likely to remain in the career long-term. Guardian is committed to your pursuit of professional designations and offers incentives to help get you on your path to continued development.

LBS Forum

The LBS Forum events are designed for users of The Living Balance Sheet® (LBS), Guardian’s proprietary sales and client servicing platform. They provide an in-depth look at the LBS philosophy, tools, planning concepts and sales narratives proven to help you grow your practice.

BRC Symposium

The BRC (Business Resource Center) Symposium is a multi-day event of seminars and workshops that cover topics pivotal to the advanced planning arena. In addition to enjoying presentations from outside experts on the featured concepts, attendees will have the opportunity to hear top Guardian FRs sharing their wisdom and experience.

Women’s Leadership Summit

WLS is an annual 2½ day development conference with content strategically curated with how women learn in mind. Content is provided to help you grow professionally as well as personally and build relationships with other women in The Guardian Network®.

Retirement Masters Summit

The top producers at Park Avenue Securities, with a significant retirement business, will be invited to engage with some of the best retirement minds in our industry as they connect with peers while becoming “experienced retirement professionals” in the communities they serve.

Wealth Builder Academy

Designed to help keep our financial professionals on the cutting edge of trends in our industry and provide them with ways to better serve their clients. We will share industry best practices and concentrate on topics that can help you and them grow and expand their investments practices which complement their protection businesses.

Conference of African American Financial Professionals

CAAFP (Conference of African American Financial Professionals) focuses on addressing the wealth gap in African American communities with a mission to advance and foster professional relationships as well as the development among African Americans working in the financial services industry. Guardian has been sponsoring this conference since 2016 and is proud to continue to do so as part of our commitment to inclusion and diversity.

Investment News Women Advisors Conference

For over five years, the InvestmentNews Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. In 2020 Guardian became a sponsor as part of our commitment to inclusion and diversity and the development of our female FRs.