Services Overview

Find out more about First Rate University!


First Rate University: Investment Performance Insights and Training

fr-universityFirst Rate University is a learning and development platform that exists to promote corporate innovation through the personal development of employees and mastery of knowledge specific to the wealth management space. Because the development of people – your firm’s greatest asset – is a primary key in driving corporate success, First Rate University supports your efforts to engage, empower and foster innovation at the most granular level. We are a collaborative and go-to source for useable investment and performance education, both practical and technical.


Training Services

The following services are available through First Rate University and can be packaged according to your firm’s training needs. Whether you’re looking for New Employee Training or easy-access solution training around the clock, we are here to partner with you to see your employees grow. For custom packages of the services below, contact us.

New Employee Training

Onsite or virtual training; courses to get new employees up to speed on performance and using First Rate systems

Classroom, instructor led training

Onsite training for current employees on First Rate systems and solutions

Virtual Training

Access courses via the Learning Management System (LMS) to expand your knowledge on hot industry topics and solutions

Train the Trainer

One-on-one training to have an onsite resource for your firm to use when training is needed

Regional Roadshow Training

Send our trainer to multiple locations if you have regional offices to get your users ready prior to production rollout of First Rate systems

Custom content development

Content development for your needs

CORE E-learning

If you find that your users need more knowledge on the First Rate systems and solutions they’re using each and every day, contact us about our Solution E-learning. Get access to courses specific to our CORE console and learn the powerful customizable client reporting solutions available to your firm. Each course dives into the how-to and new features of CORE functions such as ExecView, Advisor, and Automated Composite Engine.  New courses are added to keep users up to date and knowledgeable in these systems.


Ashland Courses

Cyber Security

Employees are the weakest link in any security system. In fact, 98 percent of all data breaches involve internal human error in some way. First Rate and Ashland Partners have collaborated to help assist your teams in getting the necessary training required to meet the industry standard of cyber security. This web-based training system is efficient, memorable and designed to meet your cyber security training obligations.

View courses and curriculum available through First Rate University’s Learning Management System.


Cairn Performance

First Rate is partnering with outside firms to provide a collaborative site for learning to present difference perspectives on standard industry concepts, while integrating specific product knowledge/understanding of those concepts, which is a revolutionary combination in the wealth management industry.PLR_LogoFinal

One of those firms is Cairn Investment Performance Consulting. Together with Cairn, First Rate is launching a performance series that will help your firm combine learning, growth, and performance. This series will allow your team to:

  • Provide a theoretical foundation of core investment performance concepts to deliver constructive direction to firm initiatives and reporting.
  • Learn practical investment performance knowledge and tools and how they may integrate with specific product solutions.
  • Assist new employees with core knowledge to get them up and running quickly, as well as provide seasoned professionals with theoretical foundations and time-saving tricks to make them more efficient and productive.

View sample course descriptions here!  



First Rate’s intention is to help wealth management companies grow and thrive as stewards of their clients’ investments. First Rate University supports that mission by being a provider of resources that will grow minds in the performance industry. We value collaboration from experts in the industry so that performance professionals have quality information at their fingertips. Can we upload information to your promote your firm’s brand and expertise? Do you training that you would like to offer through our Learning Management System? Think outside the box regarding how you can increase your exposure and brand awareness! We are ready to partner with you! Contact us today.