Developing Your Practice


Use these client-use presentations and supporting materials to share timely investment topics with clients.

Franklin Templeton Academy

View training resources for professional development and investment concepts.

Defined Contribution

Review tools and resources to grow your defined contribution plan business.

Income for What's Next Strategy®

Help clients prepare for retirement by developing an income plan.

Retirement Income IQ Test

Engage clients with this fun, quick test that may identify gaps in their knowledge about retirement income.

Succession Planning

See research on succession planning for RIAs.

Legislative and Regulatory Corner

Stay up to date on developments in legislation surrounding retirement and financial services.

RIA Resources

Tools and resources for Registered Investment Advisors.