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.
- AdvisorLaw, LLC
- Affordable-Success-First Choice-ClienTell +
- Brett Danko Educational Center, LLC*
- Broker Educational Sales & Training, Inc. +
- CalCPA Education Foundation
- Carlin Calcaterra
- Celsinus Partners
- CFA Institute
- CFM Partners, Inc.+
- CLSA Board of Standards
- Creative Planning*
- Exchange Analytics +
- Financial Experts Network +
- FPA of Oregon & SW Washington
- Garrett Planning Network (S17379)*
- iCapital
- Innova Learning and Bates Group
- Kaplan +
- Kestra Financial*
- Kitces +
- Merrill Lynch, Pierce, Fenner & Smith Inc.*+
- Mission Critical Services
- MTradecraft
- NASAA
- Pass Perfect, LLC.
- Pohs Institute
- Quest CE +
- RegEd +
- RIA Compliance Consultants
- RIA in a Box
- Ruiz Consulting LLC
- Securities Training Corporation +
- Sheltowee Foundation, Inc.
- Solomon Exam Prep +
- SS&C Learning Institute +
- Stark and Stark
- Steve Landis
- Stoops Center of Law and Business.
- WebCE +
- Wisconsin Department of Financial Institutions – Division of Securities
- Yolanda Fae Blount – BRIA, LLC
*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.
Please note: Every course offered by the above course providers may not be approved IAR CE content.
