Where good advisors become great.

Welcome to the MDRT Academy. Our association is built around one thing: helping financial advisors reach MDRT.

Become a member

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.

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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.

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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.

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Alyssa Anderson

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.

Alyssa Anderson

MDRT Academy member

Take your career to the next level.

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MDRT Academy members who join by March 31 and reach certain production requirements can attend the MDRT Annual Meeting or MDRT Global Conference.

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