Today’s successful investment professional is very busy. In addition to regulatory and firm element continuing education requirements, most Financial Advisors also have state-mandated insurance courses, professional association, and credential certification CE requirements. Trying to stay abreast and on top of the most recent trends, market issues, and tax law changes places demands on financial professionals like never before.
Private Client Services offers a complete turnkey continuing education platform which satisfies multiple needs all at the same time. Our CE program has more 300 online courses available that can help you fulfill your CE requirements associated with professional designations, state insurance departments, FINRA firm element, or for just keeping up with current topics.