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Fidelity University

For Advisors

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Educate. Enhance. Build.

Welcome to our virtual learning series for advisors. Join us each quarter as we bring in industry specialists to present data-driven insights, benefit trends and other workplace support to help train, on-board and educate retirement professionals.

Event Resources

Advisors Guide to Selling 401(k)s

Resources to help you navigate the retirement landscape as you expand your book of business.

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401(k) tools for Advisors: Catchlight

Discover how to identify and target potential wealth clients within your current book of business.

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Redefining Ambition: Financial Wellness Strategies

Financial Wellness insights and strategies to you design impactful education strategies that can help grow your book of business, deepen client relationships, and attract and retain top talent.

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ChatGPT Advisors Beginners Guide

This resource provides a beginner’s level guide to what A.I.-powered Chatbots are and how to use them for your business. You’ll also get some basic instruction on how to use one of the world’s most popular chatbots, ChatGPT.

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TPAs, 3(16), and bundled solutions

TPAs, 3(16) and Bundled solutions – when to recommend which option to clients and prospects

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Total Rewards Statement strategies

Total Reward Statements - Ideas to help smaller workplace clients promote their benefits offering to employees.

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Webinar Replays

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Winning new clients with benchmarking tools

Discover how Fidelity’s 401(k) tools for advisors can help you win new business by showing clients how their retirement plan stacks up against others of comparable size and industry.

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Redefining Ambition

Financial Wellness Strategies to boost your practice

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Total Rewards Statement

Ideas to help smaller workplace clients promote their benefits offering

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Auto Portability

Helping your clients understand the benefits to participants

Podcast

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Workplace benefits beyond DC

Strategies for helping clients attract and retain senior leaders and executives

Annual Report

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TPA, 3(16) and Bundled Solutions

Simplifying service model options for clients and prospects.

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Student Debt Retirement

What your prospects and clients need to know

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401(k) Plan Participation

Winning with a younger workforce

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401(k)

Making Sense of NDT, ADP, ACP, and more

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An engaging employee experience

Tools, resources and insights to support your employees on their path to financial wellness

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FIDU: Masterclass

Mergers & Acquisitions – Bracing clients for impact

Learn more about Portability Services Network

America's leading 401(k) providers have come together to launch the portability services network. American workers who can change employers, can now have their workplace retirement savings automatically moved to their new retirement plan.

For investment professional use only.

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The Fidelity Investments and pyramid design logo is a registered service mark for FMR LLC.

The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

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