Advisor Resources

Business Building


TAPP® OUR EXPERIENCE. YOUR POTENTIAL.®

Legg Mason’s value-add offering, committed to delivering engaging and innovative programs for you and your clients. The Advisor Partnership Program (TAPP)® features valuable techniques and approaches to help you!

Retirement


RETIREMENT PLANNING: A SPECIALTY THAT SETS YOU APART

Retirement planning is a specialized area of expertise.

529


CHOOSE A COLLEGE SAVINGS PLAN WITH PROVEN RESULTS

Favorable tax treatment, professional money management and flexibility are some of the inherent benefits of all 529 college savings plans.

DOL


DOL FIDUCIARY RULE

The DOL Fiduciary Rule may impact your practice and the way you interact with your clients. Leverage our tools and resources as you work through this change.



Ce Credits

Continuing Education (CE) credits — Many of the program's offerings are eligible for CE credits.

CIMA®, CPWA®, CIMC®, 1.00CFP®, ChFC®, CLU®
 

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.