AI Insight Financial Professional Education Solution

Offer financial professionals a wide range of e-learning options

Help advisors get the education they need
Leverage AI Insight's extensive CE course library to help advisors fulfill
professional designation and Firm Element requirements, and stay
current with industry developments.

View Course Catalog

How does it work?
Use the courses on your own internal system for easy access without
having to log in to the AI Insight platform.

Recommended courses
You can choose from courses in the AI Insight CE library including:

  • Cybersecurity Awareness for Financial Professionals
  • Introduction to Alternative Mutual Funds
  • Introduction to Opportunity Zones
  • Introduction to Private Equity
  • Understanding Regulation Best Interest


Contact us Monday through Friday from 8:00 a.m. to 6:00 p.m. 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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