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, Ohio Society of Certified Public Accountants, AI Insight and others.

Administer Your Firm Element and AML Training

Firms seeking to fulfill Firm Element and AML training can conveniently analyze, manage and administer their programs on AI Insight, including documentation of “Needs Analysis” requirements. You can also access over 110 FINRA e-learning courses on up-to-date, industry-relevant topics.