The OppenheimerFunds CEO Advisor Institute app provides financial advisors access to a multimedia library of content and interactive tools on constructing, managing and growing a professional practice and a high-performance team.
Thought provoking approaches to managing your practice and team against the every growing complexity of our industry
Innovative frameworks to diagnose structural and systemic opportunities in your practice
Interactive tools that help you put the principles and tenets of this curriculum into practice
Access the program and tools you need in the palm of your hand to take your practice and team to the next level.
- Ability to save videos, scripts, and presentations for later
- Improved design for Client Engagement Toolkit
- Ability to search for your local CEO Consultant
- New tutorial and welcome guide
- Optimized app performance
Ratings and Reviews
Taking your practice to the next level
Advisors get ideas to help their practice from everywhere but they are rarely in a centralized location. This app helps with everything in our business and it is all in one place!
Clean and easy to use.
This is a very well-designed app. Smooth and easy to use. Looking forward to diving deep into the curriculums!
- OppenheimerFunds, Inc.
- 83 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- © 2017 OppenheimerFunds Distributor, Inc.
With Family Sharing set up, up to six family members can use this app.