Customized Sessions

A unique feature of the "Callan College" is its ability to educate on a specialized level through its customized sessions. Whether you are a plan sponsor or you provide services to institutional tax-exempt plans, we are equipped to tailor the curriculum to meet the training and educational needs of your organization and bring the program to your venue.

Past customized "Callan College" sessions have covered topics such as:

  • Custody
  • Industry Trends
  • Sales and Marketing
  • Client Service
  • International
  • Fixed Income
  • Managing the RFP Process

Instruction can be tailored to be basic or advanced.

For more information on a customized "Callan College" for your organization, please contact Kathleen Cunnie at college@callan.com.

Contact Us

For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.