TD Ameritrade's Goal Planning sessions are a complimentary service where clients meet with a financial consultant and develop an investment plan, based on a variety of factors including personal goals, time to achieve goal, risk tolerance, assets and net worth. Course offerings are accompanied by all-daywebcasts on a variety of investing topics and live events for beginner, intermediate and advanced investors. TDAmeritrade Education offers free education to our clients primarily built around an investing method that is designed to teach investors, regardless of experience, how to approach the selection process for investment securities and activelymanage their investment portfolios. TD Ameritrade Education offers a suite of investor education for stocks, options, income investing and portfolio management.These services are all designed to help advisors build their businesses and help their clients meet their financial goals. Additionally, TD Ameritrade Institutional provides a robust offering of products, programs and services. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows RIAs to grow and manage their practices more effectively and efficiently while optimizing time with clients. TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 independent RIAs and their clients.
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