Expand Your Knowledge

AI Insight Courses

As part of our commitment to providing independent, regulatory-compliant training, AI Insight’s experienced Program Analysts create customized training modules for each and every alternative investment program activated on our platform.

Financial firms can then customize these master modules based on their goals and training requirements. AI Insight also develops CE and generic courses to help advisors expand their knowledge within products or sectors. For a complete listing of e-learning courses available on AI Insight, click here.

Structured Products Continuing Education

AI Insight’s four Structured Products training courses include: Structured Certificates of Deposits, Principal Protected Structured Notes, Principal at Risk Structured Notes and Structured Products Payout Structures. Each segment is one-hour long and qualifies for one credit toward the CFP® and up to 30 additional professional designations.

Watch our Structured Products training videos:

AI Insight Structured Products Pricing

  • Individual – $15.00

Group Registration*

Register as a group administrator. This registration allows for multiple user accounts, supervisor reporting and administrative capabilities. Contact Sommer for assistance with implementation.

*Current AI Insight subscribers can access the courses via their existing account.