Cookies
Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

Advisor Resources

CNL ALTERNATIVE INSTITUTE

Advisor ResourcesCNL Alternative Institute

No matter a financial professional's focus or training needs,
we can assist through three key pillars

Information on
Demand

Presentations, Speakers
and Facilitators

Retreats, Workshops and
Events

INFORMATION ON DEMAND

The CNL blog provides insights into practice management, private capital and other relevant subjects. And if a financial professional is in the mood for a deeper dive, we also publish special reports.

To view the blog in full, visit cnlsecurities.com/blog/

PRESENTATIONS, SPEAKERS AND FACILITATORS 

Who among us couldn’t use the occasional bit of sage advice? A perfectly delivered insight has the power to spur both professional and personal growth.

So whether you are looking for the next keynote speaker at your event, continuing education credits or a facilitator to help with a business problem, CNL has several experts who are eager to share their wisdom.

We can provide insights into some of the most daunting challenges financial professionals face. Have a top topic that isn’t covered? Let us know. We may be able to help.

RETREATS, WORKSHOPS AND EVENTS 

 

Different financial professionals have different training needs. For some, a quick-hitting webinar on a timely topic may be all the support that’s necessary. Others may prefer a more immersive experience outside of the office, a chance to dig into the details while networking with peers. Either way, CNL has you covered with a variety of events and educational opportunities.

CNL can not pay for a company’s retreat, we can only offer a collaborative meeting space, trained facilitator and practice management presentations.

CNL da Vinci Center® offers a great environment by fostering creativity and collaboration.