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Leading You Forward Soon

In the meantime, check out our recent posts.

Understanding the market

Understanding the market

Providing best-in-class care for your clients is about more than having the fanciest tools. It’s about being in tune with the climate of the industry to know how to serve your clients best. That professionalism starts with understanding the market.

Spreadsheets and Comparisons


Full Compliance Illustrations

Ebix WinFlex
When registering for Winflex Web, click the picture to the left, and make sure to enter Cornerstone Brokerage Services as the Company Name.

After you've completed the form, Cornerstone will be notified and upon approval, you will have access.

Envestnet MoneyGuide
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Getting Started With Cornerstone

Events in May 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
April 29, 2024
April 30, 2024(1 event)

Guests in the Studio

April 30, 2024

May 1, 2024
May 2, 2024
May 3, 2024
May 4, 2024
May 5, 2024
May 6, 2024
May 7, 2024
May 8, 2024(1 event)

Guests in the Studio

May 8, 2024

May 9, 2024
May 10, 2024
May 11, 2024
May 12, 2024
May 13, 2024
May 14, 2024
May 15, 2024(1 event)

May Webinar

May 15, 2024

May 16, 2024
May 17, 2024
May 18, 2024
May 19, 2024
May 20, 2024
May 21, 2024(1 event)

Together Financial Collective Leadership Team Meeting

May 21, 2024

May 22, 2024
May 23, 2024
May 24, 2024
May 25, 2024
May 26, 2024
May 27, 2024
May 28, 2024
May 29, 2024(1 event)

CFN University Education Board of Director's Meeting

May 29, 2024

May 30, 2024
May 31, 2024
June 1, 2024
June 2, 2024

Contact Director of Education Iris Shepard at for info on a training plan

Contact Director of Education Iris Shepard at for info on resources

Cornerstone Financial Network University

Our mission at Cornerstone Financial Network University is to foster the continuous professional development and education of our advisors. We are dedicated to providing the essential knowledge, skills, and resources so that advisors are able to serve clients competently and with integrity, delivering comprehensive and personalized financial guidance.   

Upcoming Webinars:

  • "Life Insurance: More than a Death Benefit.​": Premiered on May 15th.
    • In case you missed it you can view the recording here.
  • Our next webinar is on Thursday, June 20th at 11am CT.
    • This will be a live training session with Doug Bowden from Symetra who will be providing advanced strategies for advisors.
    • To register for our webinars please subscribe to our newsletter by clicking here

Upcoming Courses:

"Marketing for Experienced Advisors:" A four month course highlighting the tremendous impact marketing has on building a successful practice and increasing revenue. The course will feature HOOPIS videos, books by Cotton and Carson, CFN marketing materials, and bi-monthly zoom meetings.

Spring Session in Progress.  Next Session starts Summer of 2024

Financial Advisor Resources