Continue Your Education Through AI Insight

Continuing Education

To assist advisors in expanding their knowledge, supporting professional designations and meeting both Firm Element and AML training requirements, AI Insight offers a wide range of e-learning options. For a complete listing of e-learning courses available on AI Insight, click here.

Earn CE Credits Toward the CFP® and Other Designations

Advisors interested in earning CE credits toward the CFP® or other designations can find e-learning modules from sources such as FINRA, the Institute for Portfolio Alternatives and AI Insight.

Administer Your Firm Element, AML Training and more

Analyze, manage and administer your Firm Element and AML training and more with AI Insight’s Training Plan functionality. Access 110+ FINRA e-learning courses, conduct your Annual Compliance Meeting and your Annual Disclosure Questionnaire for those holding FINRA licenses.