Training & Support

Cost-Free Training To Get You Up and Running Quickly!

Get Started Fast with No-Cost Training

FREE 60 min sessions including the core features and functionality of Asset-Map.
Learn from the Pros at Asset-Map to get up and running quickly!

New to Asset-Map? This 60 minute session covers the platform from A-Z.

Personalized guidance from an Asset-Map expert to explore the platform with confidence

Smart Start sessions help build a repeatable process for long-term success with your clients

Learn through a structured three-part framework: Building, Planning, and Completing the Picture

Next step in your journey to help deliver real value.

Advance your skills with in-depth training after your initial Asset-Map onboarding.

Dive into Planning in Asset-Map, focusing on how to structure meaningful client conversations.

Learn to use Target-Maps to easily identify gaps and uncover new planning opportunities.

Webinars

Join our free 60-min monthly webinars for deep dives on best practices, strategies, and real ways to use Asset-Map in your practice.

Access deep-dive training designed to sharpen your strategy and bring lasting value to your practice.

Asset-Map University offers self-directed online courses helping you to better understand Asset-Map at the deepest levels.

Asset-Map Certification

Self-paced

Content available on-demand after certification

Credentials shareable via social media channels

Best for: advisors that prefer to learn on their own time and at their own pace

Boot Camp is a virtual, in-depth, three day training event focused on the concerns of an individual advisory practice.

Focused on ROI

Live event/Networking

Engage with Asset-Map experts including
CEO H. Adam Holt

Recording available 30 days post event

Best for: advisors that want a live, focused and deeply immersive experience

Asset-Map has additional custom training options designed specifically for larger groups, firms and enterprises.