Where good advisors become great.
Welcome to the MDRT Academy. Our association is built around one thing: helping financial advisors reach MDRT.
Built by the best. Built for what’s next.
Created by MDRT, the industry’s premier association, and field-tested by advisors and organizations, the MDRT Academy is your fast track to premier status.
“The MDRT Academy built my confidence and prepared me to become an MDRT member.”
— Brandon Heckert, AAMS
Former MDRT Academy member, Current MDRT member
Learn best practices from MDRT members.
Receive weekly personalized growth plans.
Be part of a global community of financial advisors.
Plug into both digital and in-person benefits.
Invest in your success.
The advisor advantage.
When you’re connected to the best, you reach a level above the rest.
Join a community of like-minded professionals.
Master the eight Critical Mindsets of success.
Overcome challenges and stay on track toward goals.
Sharpen client service skills and business processes.
Increase your client list and production.
The company advantage.
When your advisors grow, so does your business.
Drive advisor retention and growth.
Supplement in-house training programs.
Create an MDRT culture within your team.
Provide support to advisors tailored to their interests and unique skill sets.
I find it helpful that there are recommended articles, videos and goals each week in coordination with the assessment that I completed, which is geared to me on an individual level. As a young advisor, this is extremely helpful and important while I grow my practice.
MDRT Academy member
Take your career to the next level.
Our global community is growing. The MDRT Academy is now available for Spanish-speaking financial advisors. MDRT Academy membership is open year-round and first-time members can take advantage of prorated membership dues based on when they join.