The below providers have been approved by Prometric, on behalf of NASAA, to offer IAR CE courses. This list will routinely change as new providers are added or removed as approved content providers. Please note, some firms may have an existing contract in place with an approved provider and an IAR may want to consult with their firm prior to selecting a provider.
-
- 5thN Financial LLC (Courses Coming Soon)
- ACA Group (Courses Coming Soon)
- Advanced Asset Management Advisors (AAMA) (Courses Coming Soon)
- Adviser CE
- Advisors4Advisors
- Affordable-Success-First Choice-ClienTell + (Success CE)
- Beacon Hill Financial Educators
- Brainy CE (Courses Coming Soon)
- Brett Danko Educational Center, LLC+
- Broadridge Financial Solutions
- Broker Educational Sales & Training, Inc. +
- CE Professor, Inc.
- Cerity Partners – SF Team 2*
- CFA Institute
- CFM Partners, Inc.+ (ErigoWealth Learning – Powered by CFM Partners)
- Clarity 2 Prosperity, LLC (Courses Coming Soon)
- CollegeInvest
- Colorado Division of Securities
- Coulter Strategic Services
- CPE Depot, Inc.
- Darkstone Cyber
- Exchange Analytics +
- Financial Experts Network +
- Florida Bankers Association (Courses Coming Soon)
- FPA Arizona
- FPA of Colorado
- FPA of Miami
- FPA MN (Courses Coming Soon)
- FPA New Jersey (Courses Coming Soon)
- FPA NorCal Conference
- FPA of Orange County
- FPA of Oregon & SW Washington
- Hillson Consulting LLC
- Innova Learning and Bates Group
- The International Succession Planning Association (ISPA) (Courses Coming Soon)
- Investments & Wealth Institute
- Jamie Townsend
- Kaplan +
- Kestra Financial*
- Key Bridge Compliance (Courses Coming Soon)
- Kitces +
- Life & Legacy Law
- Meketa Capital
- Measure Twice Planners (Courses Coming Soon)
- Merrill Lynch, Pierce, Fenner & Smith Inc.*+
- Mindset Consulting
- Mission Critical Services
- Money Quotient, Inc
- NAPFA
- NAAIM (Courses Coming Soon)
- NASAA
- The Oddo Group Luminate Home Loans
- Ohio Division of Securities
- One Capital Management, LLC*
- Pass Perfect, LLC.
- Plan Confidence Corporation (Courses Coming Soon)
- Pohs Institute
- Providence Compliance LLC
- Pure Financial Advisors LLC * will offer courses to employees of specific firm(s) only*
- Quest CE +
- RegEd + (CE Authority – Powered by RegEd)
- RIA Compliance Concepts LLC (Courses Coming Soon)
- RIA Compliance Consultants
- RIA in a Box
- Securities Training Corporation +
- Shaping Wealth
- Sheltowee Foundation, Inc.
- SS&C Learning Institute +
- Stark and Stark
- Steve Landis
- Stoops Center of Law and Business
- Tennessee Securities Division
- The Vermont Department of Financial Regulation Securities Division
- VettaFi
- WebCE +
- Wells Fargo Clearing Services*
- Wilshire Advisors ++
- Wisconsin Department of Financial Institutions – Division of Securities
*This provider restricts their courses to either their employees or to certain firms.
+This provider is known to offer courses approved for both IAR CE and a professional designation. Check with the provider to confirm specific course credentials.
++Wilshire Advisors will offer courses individually to employees of a specific firm(s).
Please note: Every course offered by the above course providers may not be approved IAR CE content.
