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Benefits of our training programs

The best instructors have designed the most motivating learning paths for you.

Practical approach

Our training is designed to provide the necessary skills for a practical approach. Real case studies are given to students to learn.

Globally oriented

Strategies shared and knowledge earned allows our students to immediately set up their business and start offering their services around the globe.

For your business

Whether you want to provide services to businesses or individual clients, Heath Walters is a leader in the field and can provide the tools for success.
Aim high, see big, judge widely

Achieve Your Client's Financial Goals

Our proven process helps financial advisors attract and retain the clients they want.

What difference would it make if your centers of influence saw you as the lead go-to for complex tax issues?
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Our students have
a few nice things to say about us

"In our competitive industry, you have to be self-motivated. Simply taking the time to learn many of these important concepts from Heath has had an enormous positive impact on my practice and confidence to speak about the strategies. "
Bryan Hamer -
Senior Wealth Advisor Accurate Advisory Group
"I believe my clients perceive me at a higher level than other advisors in the area because we can discuss tax and estate planning at granular and high level with experts in each area.
NAYA SCHWARTZ
"I had a good high-level understanding of various strategies (sans Captives) before but after acquiring further knowledge from Heath and his team, I now feel confident to discuss the strategies and implement them."
Robert B. Scott -
 ChFC, CLU