Advisory Education Partners (AEP) is a premier provider of specialized training and professional development for client service, operations, and advisory teams at independent financial advisory firms. Our mission is to elevate the capabilities of firm staff so advisors can spend more time with clients and less time managing tasks that pull them away from high-impact activities.

AEP offers a suite of practical, role-specific programs designed to build technical knowledge, professional judgment, and client communication skills. Our flagship offering, the Financial Advisory Client Service Certificate (FACSC℠) program, is widely recognized as a benchmark of excellence in advisory firm operations. Additional programs cover essential topics such as attention to detail, confidentiality, client meeting preparation, mistake management, service creep prevention, and estate planning fundamentals.

Each course is built specifically for the uniue needs of financial advisory firms, blending industry-specific expertise with actionable guidance that can be applied immediately in the workplace. Courses are available on demand, and many firms supplement them with live coaching or group discussion sessions.

AEP works with firms of all sizes—from solo practitioners to national RIAs—who want to invest in their teams, streamline operations, and deliver a consistently high-quality client experience. Whether you're onboarding new employees or helping seasoned staff expand their skills, AEP provides the training foundation to support growth and operational excellence.