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Investment education, wealth planning and practice management
On-demand learning, live programs and tailored experiences
Select programs offer CE credit

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Wealth Planning Resource Center

Wealth planning resources for you and your clients around taxes, retirement, education and estate planning.

On-Demand Content

Explore expert-led programs that include eLearnings, videos, webinars and more. Each is designed to meet you where you are. Browse our catalog to find sessions that fit your needs, including those eligible for CE credit.

Wealth Planning CE Eligible

Actionable Tax Planning Strategies

The recent passage of the “One Big Beautiful Bill” Act represents the most comprehensive tax legislation since the Tax Cuts and Jobs Act (...

Webinar

Investment Education CE Eligible

Digital Assets: The Dawn of a New Asset Class

Dive into the transformative world of digital assets and blockchain technology, uncovering their fundamental mechanics and equipping yourself with str...

Webinar

Investment Education Non CE Eligible

Discovering Digital Assets

This series consists of nine concise videos, addressing various topics related to digital assets. Scroll through the carousel to select a video by top...

Video

Wealth Planning Non CE Eligible

Explore Your Options: Strategies for Cash Flow, Risk Management and Diversification

Managed options strategies can be a powerful tool for advisors to leverage with clients who have concentrated stock and are looking to mitigate downsi...

Course

Practice Management CE Eligible

Formulating a Strategic Plan | Part One: Your Strategic Vision

This two-part program is designed to provide leaders with a 7-step process to building an effective strategic plan. In part one, you’ll analyze...

Webinar

Investment Education CE Eligible

Infrastructure

Discover the compelling case for infrastructure as a cornerstone alternative investment in modern portfolios. This course explores the vast and growin...

Course

Live Program Library

Learn from industry experts in live sessions built to deliver timely insights and practical knowledge you can apply right away.

Wealth Planning Insights View All

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Franklin Templeton Academy Wealth Planning

Supercharge Your Roth Savings With After-Tax Contributions

September 30, 2026

Some employer retirement plans allow after-tax contributions that can be converted to Roth assets. Learn how a mega backdoor Roth strategy works and key considerations for retirement planning.

Franklin Templeton Academy Wealth Planning

Trump Accounts Are Here: What Families Need to Know

September 23, 2026

Trump Accounts are now available nationwide. Explore how the new tax-advantaged accounts work, who can contribute and key considerations for families evaluating their long-term savings options.

Franklin Templeton Academy Wealth Planning

Planning Considerations for a Direct Indexing Program

September 16, 2026

Direct indexing may offer investors greater customization and tax-planning flexibility. Explore key considerations for incorporating the strategy into a broader wealth plan.

Wealth Planning Resource Center 

Explore curated resources across education, estate, retirement and tax planning—designed to support meaningful wealth planning conversations with your clients.