The Average Financial Advisor makes more than $90,000 a year*

The Average Financial Advisor makes more than $90,000 a year*The Average Financial Advisor makes more than $90,000 a year*The Average Financial Advisor makes more than $90,000 a year*

CE/CPE/CLE Unique Courses


CE FOR FINANCIAL ADVISOR CPE for CPA C

The Story of Financial Education

About Us

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National Faculty

First-Rate Courses

First-Rate Courses

  • Craig Hampton CFP J.D. LL.M.
  • Nicholas Paleveda MBA J.D. LL.M.
  • Dr. Dan Worthington J.D. LL.M Ed.D
  • Dr. James Park J.D. PhD
  • Dr. Boris Abbey MBA J.D. PhD
  • Dr. Steven Maranville MBA PhD
  • Dr. JT Shim MBA PhD
  • Brian W. Gross CPA J.D. LL.M.
  • Brian Lamborne J.D. LL.M
  • Mark Galloway MSM MBA J.D. LL.M
  • George Cicotte J.D.
  • Jim Gulbrandsen J.D.
  • Suzanne Wynn J.D. LL.M
  • Blake Christian CPA MT
  • Terr Rhuston CPA MBA
  • Max Coulliette CFP CLU ChFC
  • John Wheeler CFP CLU ChFC 
  • Dale Lind MBA

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First-Rate Courses

First-Rate Courses

First-Rate Courses

  • If you are an insurance agent, securities broker or attorney who is looking to move into financial planning or a CPA who wants to engage in financial advice  to upgrade your practice-the Academy can open doors for you.-click on downloads to learn more!
  • Unique courses-
  • Life Insurance in Asset Protection
  • Hedge Funds and Cryptocurrency
  • Fully Insured Pension Plans and 401h
  • Opportunity Zone Tax Advantages
  • Conservation Easements
  • Employee Benefits
  • Estate Planning
  • Malta Pension Trust  

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Our Mission

First-Rate Courses

Our Mission

  1. Our mission is to provide financial education and job opportunities at a reasonable cost. 
  2. NO B.A. or BS required-Receive your education, designation-and  license-and appointments. (licensing is conducted by testing at state and federal levels) appointments and job interview by financial institutions. 
  3. The students are NOT tested to death-but are given skills which can increase their income as a financial advisor.  
  4. Fee for class varies.
  5. Click on downloads below to register and to learn more! 

Events

September 15th 2019

Class begins

Classes begin After September 15th corporate tax filing

Online

Event Details

September 15th 2019

Class begins

Classes Begin

Classes begin After September 15th corporate tax filing

Online

October 23d 2020

12th National Conference

8:00 am - 4:00 pm

Hidden Valley Country Club-Salt Lake City Utah

Event Details

October 23d 2020

12th National Conference

Visit our facilities and see the work of our students.

8:00 am - 4:00 pm

Hidden Valley Country Club-Salt Lake City Utah

Fall 2019 Classes

Fall 2019

Asset Protection and Life Insurance Planning

Fully Insured Pension Plans

Contact Us

Registration is Free!

Are you ready to get started?

List the State you want credit and courses you want to enroll in on message section.

Academy of Wealth Management

1225 E. Fort Union Blvd #350 Cottonwood Heights Utah 84047

(360) 305-0925-Nick@Nationalpensions.com Max@Nationalpensions.com

Hours

Open today

09:00 am – 05:00 pm

Monday - Friday: 7:30am - 4:30pm

Saturday - Sunday: Closed