Kestra Financial

Private Wealth Services

Practice Freedom

The solutions you need to make your own way
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Working With Kestra Is A Continuous Partnership

Working With Kestra Is A Continuous Partnership

Our Practice Enrichment Program is your one stop resource for business management, finance management, human capital and marketing materials.


In addition to an extensive collection of tools such as interactive worksheets, guides, benchmarking data, white papers, calculators and marketing templates, you can attend a number of events that will strengthen your practice’s vision.

Networking and learning opportunities held throughout the year:

Ascend Conference
Annual Kestra Ascend Conference

Our Ascend Conference combines the best that our business lines and producer groups have to offer into 2 ½ days of networking, education and fun. At the conference, you’ll learn about industry trends, find new business opportunities and gain insight into resources and relationships that can help you operate and expand your business.

Kestra PWS Top Producer Conference
Kestra PWS Top Producer Conference

This exclusive event is offered only to qualifying financial advisors based on production levels. Hosted in a different luxurious setting each year, top‑producing financial advisors balance the opportunity to celebrate success and engage in business planning sessions structured for sophisticated business owners.

Fusion Chairmen & Leaders Top Producers Conference
Leadership Summit
Advisor Educational Symposium

This annual event for all Kestra PWS advisors is held in a resort setting and is focused on developing complex skill sets. The Symposium is typically focused on investment expertise, operational business efficiencies, accounting issues, legal developments, and maximizing the value of an advisor’s business. Panel discussions and interactive forums featuring subject matter experts are mixed with advisor-led discussions and idea sharing.

New Hire Training Program
New Hire Training Program

These quarterly, two‑day sessions are held at our Austin, TX office and help new staff members hit the ground running. They’ll receive intensive, hands‑on training to educate them on the tools, resources and support available.

New Hire Training Program
Live Training Sessions
Live Training Sessions

Choose from webinar opportunities covering a broad array of topics. Multiple sessions are held for your convenience.

Kestra Education Center
Kestra Education Center

This virtual learning environment gives you unlimited access to training for all Kestra business lines. Interactive, self‑paced modules, videos, webinar presentations and support documents are just a few of the tools available on demand.

NFP Education Center