About the Academy
The Franklin Templeton Academy is committed to providing knowledge and resources to help you stay ahead and grow your business. Our approach features a range of programs that focus on investment education, professional development and wealth planning, designed to provide you the clarity, tools and support you need. Whether in person or virtual, many of our tailored learning experiences offer CE credit and are structured around our unique delivery model, designed to meet advisors where they are and help them grow with confidence.
Investment Education
Enhance your investment skills with our cutting-edge resources, tailored to navigate the fast-changing world of asset classes and strategies. Stay ahead of emerging trends and deliver personalized solutions that meet your clients' unique needs.
Wealth Planning
Explore timely and actionable wealth planning strategies to support client discussions. Our team focuses on a range of topics including generating income in retirement, the impact of taxes, funding education and planning for an efficient wealth transfer. See what resources can be useful in addressing your client’s needs at every stage of life.
Professional Development
Our programs are designed for you to expand your practice, deepen your expertise and educate your clients. Discover innovative strategies for building your business, creating a high-performing team and enhancing your leadership skills.
Meet our speakers
Our programs are delivered by a team of industry experts. Get to know them through their bios.
Quinton Alston-Spratt has spent the past 16 years honing his expertise in coaching financial professionals, servicing teams and leaders, focusing on communication skills that enhance internal team dynamics and client interactions.
Head of Advisor Practice Management, Franklin Templeton Academy
Bill Cass oversees the development and delivery of financial planning-related educational programs and speaks regularly throughout the country to groups of financial professionals and investors on a wide range of planning topics.
Director of Wealth Planning, Franklin Templeton Academy
Amy Osborne
Senior Practice Management Consultant, Franklin Templeton Academy
Rodney S. Jones
Senior Practice Management Consultant, Franklin Templeton Academy
Brett Michener
Senior Practice Management Consultant, Franklin Templeton Academy
Alejandro Vargas Castaneda
Senior Investments Learning Consultant, Franklin Templeton Academy
Jake Gremza, CFP®
Wealth Planning Specialist, Franklin Templeton Academy