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Advisor Training Webinars

Folio hosts monthly webinars for advisors on its platform. The webinars help advisors to maximize Folio’s investment platform and master back-office procedures.

2017 Max Impact Webinars

December Advisor Training Webinar

Wednesday, December 6, 2017
Topic: 2017 Year-End Checklist: Information You Need to Know
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November Advisor Training Webinar

Wednesday, November 1, 2017
Topic: Maximize Value with Folio’s Model Management
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July Advisor Training Webinar

Wednesday, July 12, 2017
Topic: ACAT Transfers: Simplifying the Conversion Process
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