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Embark on a Journey of Professional Growth: Explore The Certus Financial Group Advisor Compliance Hub

Welcome to a world of knowledge and insights tailored just for you! We're thrilled to invite you to stay tuned for a series of upcoming information and podcasts that will deepen your understanding of the financial landscape. Whether you're a seasoned expert or just starting out, these resources will provide you with valuable perspectives, expert interviews, and the latest trends in the industry. Get ready to expand your horizons and elevate your financial expertise.

Have a subject you want to learn more about?

Email us at compliance@tcfgwealth.com

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TCFG ONLY: THESE LINKS WILL ONLY WORK IF YOU HAVE APPROPRIATE AUTHORIZATION TO ACCESS THE FILES

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TCFG Written Supervisory Procedures

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FactRight Reports

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Offerings on the Platform

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Red Oak Document Library

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FactRight Testing Center

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Continuing Education

Webinars

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ADISA - Inside Private Placements Insurance & Alternative Investments

Featuring Sandy Geyelin, Senior Vice President, Global Wealth, Athene

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AltsWire - DST for 1031 Exchanges Best Practices

Featuring Damon Elder, publisher of The DI Wire

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ADISA - Roth Conversions: Timing, Tax & Strategy

Featuring Matt Chancey, Founder, Tax Alpha Strategies

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ADISA - Inside the Oil & Gas Resurgence

Featuring Sam Irvani, Chief Investment Officer, Waveland Energy Partners

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ADISA - Inside Private Placement Insurance & Alternative Investments

Featuring Sandy Geyelin, Senior Vice President of Global Wealth, Athene

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Lessons Learned - How to Allocate to Alternative Investments

Featuring Damon Elder, publisher of The DI Wire, and Greg Mausz, ADISA board member and CEO and Maging Director, Skyway Capital Markets

PODCASTs

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ADISA - Inside Private Placements Insurance & Alternative Investments

Featuring Sandy Geyelin, Senior Vice President, Global Wealth, Athene

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AltsWire - DST for 1031 Exchanges Best Practices

Featuring Damon Elder, publisher of The DI Wire

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ADISA - Roth Conversions: Timing, Tax & Strategy

Featuring Matt Chancey, Founder, Tax Alpha Strategies

Orange Compass Star

ADISA - Inside the Oil & Gas Resurgence

Featuring Sam Irvani, Chief Investment Officer, Waveland Energy Partners

Orange Compass Star

ADISA - Inside Private Placement Insurance & Alternative Investments

Featuring Sandy Geyelin, Senior Vice President of Global Wealth, Athene

Orange Compass Star

Lessons Learned - How to Allocate to Alternative Investments

Featuring Damon Elder, publisher of The DI Wire, and Greg Mausz, ADISA board member and CEO and Maging Director, Skyway Capital Markets

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