AUM Academy

Follow a comprehensive program developed by Gradient Investments to develop money management strategies, client acquisition skills and brand development for your business.

Reserve seat Open Agenda

November 20-22, 2019

Arden Hills, MN

Welcome to AUM Academy,


AUM Academy provides powerful, hands-on classroom training to help you master the skills necessary to run a profitable assets under management practice. Choose between two distinct tracks:

Independent RIAs

Follow a comprehensive program developed by Gradient Investments. The focus is on money management strategies, client acquisition skills and brand development so you can learn how to build a business of worth for you and your clients.

IARs with Gradient Advisors and Gradient Wealth Management

Learn the essentials of creating, nurturing and growing your investment advisory business as an investment advisor representative with Gradient Advisors or Gradient Wealth Management, and hear from Gradient Investment’s top financial experts.