Brennoni Academy is a self-paced training course designed for new advisors, administrators, receptionists, and support professionals who want to build confidence using LPL Financial’s ClientWorks platform.
The course focuses on practical ClientWorks navigation, daily administrative workflows, service requests, account setup, and the core processes that help an advisory practice run more smoothly.
Participants can move through the training at their own pace while building the knowledge, confidence, and independence needed to support clients, advisors, and daily operations with greater clarity.
Once enrolled, participants will continue to have access to the course for future reference, allowing them to revisit lessons, refresh their understanding, and use the material as an ongoing resource.
This course is ideal for new team members, interns, or anyone who needs a stronger foundation in the administrative side of LPL.
$250 per participant
Brennoni Academy is a self-paced training course designed for new advisors, administrators, receptionists, and support professionals who want to build confidence using LPL Financial’s ClientWorks platform.
The course focuses on practical ClientWorks navigation, daily administrative workflows, service requests, account setup, and the core processes that help an advisory practice run more smoothly.
Participants can move through the training at their own pace while building the knowledge, confidence, and independence needed to support clients, advisors, and daily operations with greater clarity.
Once enrolled, participants will continue to have access to the course for future reference, allowing them to revisit lessons, refresh their understanding, and use the material as an ongoing resource.
This course is ideal for new team members, interns, or anyone who needs a stronger foundation in the administrative side of LPL.
$250 per participant