Leadership Through Education

Institute for Portfolio Alternatives (IPA) E-Learning Courses

AI Insight partners with the Institute for Portfolio Alternatives to offer five e-learning courses and a course on the “Customer Account Statement Rule” related to NASD Rule 2340 and FINRA 2310. The e-learning courses qualify for two CE credits toward the CFP® and other professional designations, while the “Customer Account Statement Rule” course is not eligible for CE credit.

  • Direct Investments – 100 minutes = 2 CE credits
  • Portfolio Construction and Management – 100 minutes = 2 CE credits
  • Non-Traded REITS – 100 minutes = 2 CE credits
  • Non-Traded BDCs – 100 minutes = 2 CE credits
  • Investing in Energy – 100 minutes = 2 CE credit
  • Customer Account Statement Rule (non CE-credit eligible)

For a complete listing of e-learning courses available on AI Insight, click here.

IPA Course Pricing

  • $25.00 per course

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 CE courses via their regular account.