Platinum Services

By partnering with your dedicated wholesaler, you can expand your team of specialists, resources and support. It's not just the platinum experience you'll get — it's also the platinum experience you'll deliver.

Build your virtual team

When you partner with your Columbia Threadneedle wholesaler, you can build your team of experts and gain access to:


ERISA specialists

Get dedicated, real-time support from an ERISA specialist who’ll help you navigate technical questions.1

Continuing education

Explore a variety of credited courses for you and your professional clients.

Workshops and seminars

Tap into our panel of third-party experts and in-house thought leaders. Request onsite speaking engagements on a variety of industry topics, including retirement.


Find award-winning educational content as well as practical tools to help you apply what you’ve learned. Whether you’re looking to stay ahead of industry changes or deepen client relationships, you’ll find engaging client materials and advisor resources crafted by educators and industry experts.

Explore Business-building ideas to help you:

Recognized as an industry leader

Columbia Threadneedle Investments has been recognized time and again for award-winning educational content, services and programs.2

Star Awards Logo

6-time winner
Mutual Fund
STAR Awards

Apex Awards Logo

4-time winner
APEX Awards

STAR Awards are based on quality of content, educational value, effectiveness, design, objective and overall functionality of the entry within its respective category. Please visit for complete details.

APEX Awards are based on excellence in graphic design, editorial content and the success of the entry in achieving overall communications effectiveness and excellence within its respective category.