Deliver a better client experience
Education and events
Discover our wide range of educational content, events and training
NBIN Academy
Take advantage of our comprehensive training programs to help you navigate our platform and the industry.
Learn on your own terms
Discover our:
- Online webinars
- Customized lesson plans
- Classroom-based training and tutorials
- Presentations & seminars on industry developments
Engage with NBIN experts and gain insight into our programs and
systems
3 Fields of Study
Core curriculum
Learn how to best use our solutions and procedures so you and your team can efficiently manage client accounts.
Trending topics
We collaborate with industry experts to bring you focused sessions on pertinent financial topics.
Speaker series
The financial industry and its regulations are constantly changing.
That’s why we ask industry experts to go in-depth into what these
changes are and how they can impact your clients or firm.
Upcoming Events
Listen to experts, attend pertinent seminars and meet other wealth managers at exclusive NBIN events.
| Event |
Date | Location |
RSVP |
|---|---|---|---|
| CFR Tips & Insights with Ellen Bessner |
April 26 th |
Virtual |
Contact us |
| NBIN 2023 Conference | October 4 th & 5 th |
Ritz-Carlton, Toronto |
Contact us |
| Event |
CFR Tips & Insights with Ellen Bessner |
|---|---|
| Date | April 26 th |
| Location |
Virtual |
| RSVP |
Contact us |
| Event |
NBIN 2023 Conference |
|---|---|
| Date | October 4 th & 5 th |
| Location |
Ritz-Carlton, Toronto |
| RSVP |
Contact us |
Got any questions?
Sales team
Take advantage of our sales team's expertise and receive personalized advice.
Email
Write to us with the details of your request or question. We'll respond as soon as possible.