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 register for an account to select courses for purchase or view the course catalog.

Earn CE Credits

Earn CE credits toward the CFP® and other designations using e-learning modules from FINRA, the Institute for Portfolio Alternatives and AI Insight.

Administer Training

Analyze, manage and administer your Firm Element, AML training, Annual Compliance Meeting and your Annual Disclosure Questionnaire with our Training Plan functionality.

Education Solution

Use AI Insight e-learning courses on your own internal system for easy access without having to log in to the AI Insight platform.