AI Insight Subscriptions

Broker Dealers Program Sponsors Individual Financial Advisors and RIAs CE Subscribers
(Group or Individual)
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to Subscribe
Contact Us at
to Subscribe
Broker dealers can expand and support their product lines with regulatory-compliant education, research tools and consolidated compliance reporting for supervisory purposes. Program Sponsors and their Sales Associates can provide quality, consistent offering-level education to Financial Advisors and RIAs, while opening the door to new business relationships. Financial Advisors and RIAs from firms not subscribed as Broker Dealers may access tools and resources to deepen their product knowledge, build credibility—and ultimately grow their business. Firms and individuals interested in Firm Element training can access FINRA’s E-Learning Library and other CE courses.
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Alternative Investment Offering-Specific Training and Research
Access to Current Offering Documents including Marketing Materials, Supplements and Subscription Agreements
Sponsor Company Summaries, Contacts and Events
CE and FINRA E-Learning Library (Generic and Firm Element Training)
Comparative Reporting
Non-traded REIT and BDC Financial Performance Reporting
(Premium Feature)
Consolidated Compliance Log
Training, Education and Research Log
Streamlined Communications with Key Contacts
Pricing Call 877-794-9448, x715 for Pricing. Call 877-794-9448, x715 for Pricing. $400 Annual Subscription Fee; Additional Fees per CE Course Apply. Annual FINRA E-Learning Library or per Course Fees Apply.