AI Insight Continuing Education Benefits & Recent Enhancements

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.

AI Insight implemented new Training Plan functionality and features within our robust platform to help you efficiently customize, facilitate and document:

  • Needs Analysis Surveys that can help you determine training needs within your organization to prepare for creating a Firm Element training.
  • Firm Element Training plan functionality where you can create Firm Element using CE courses on the AI Insight platform or your own content to deliver required training virtually.
  • Annual Compliance Meeting customized with your own content to deliver your required annual meeting.
  • Annual Disclosure Questionnaire for those holding FINRA licenses to obtain annual U4 verifications and other annual compliance topics.
  • Anti-Money Laundering Training customized to your business needs to meet your annual regulatory obligation.

These features are available to all firm personnel, even if you're not a current AI Insight registered user.

View Course Catalog

Other features and benefits

  • Use our universal question format giving you the ability to create any question and answer types to obtain the information they need, whether it is basic multiple choice or even types that require written responses.
  • Create fully-customized training plans, follow progress on each functionality and use our automated documention tracking features.
  • Offer participants CE credits as part of the training and automatically send them reminder communications.

Contact Us

Request a live tour customized to your business needs.

• For pricing and subscription information, contact us at 877-794-9448 ext. 710 or

On a subscription basis, AI Insight provides informational resources and training to financial professionals regarding alternative investment products and offerings. AI Insight is not affiliated with any issuer of such investments or associated in any manner with any offer or sale of such investments. The information above does not constitute an offer to sell any securities, or represent an express or implied opinion on or endorsement of any specific alternative investment opportunity, offering or issuer.
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