Screenshots

Description

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.

LEARN
Thought provoking approaches to managing your practice and team against the every growing complexity of our industry

EVALUATE
Innovative frameworks to diagnose structural and systemic opportunities in your practice

ACT
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.

What’s New

Version 1.7.0

- 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

5.0 out of 5
5 Ratings

5 Ratings

brantley--c ,

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!

iDW20 ,

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!

Information

Seller
OppenheimerFunds, Inc.
Size
83 MB
Category
Business
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2017 OppenheimerFunds Distributor, Inc.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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