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.
- Adviser CE
- AdvisorLaw, LLC
- Advisors4Advisors
- Affordable-Success-First Choice-ClienTell + (Success CE)
- American Liberty Mortgage Inc.
- Brainy CE (in development)
- Brett Danko Educational Center, LLC+
- Broadridge Financial Solutions
- Broker Educational Sales & Training, Inc. +
- CalCPA Education Foundation
- Carlin Calcaterra
- Celsinus Partners
- Cerity Partners – SF Team 2*
- CFA Institute
- CFM Partners, Inc.+
- CLSA Board of Standards
- CollegeInvest
- Colorado Division of Securities
- Coulter Strategic Services
- Creative Planning*
- Exchange Analytics +
- Financial Experts Network +
- Florida Bankers Association
- Focus to Evolve
- FPA Arizona
- FPA of Colorado
- FPA of Miami
- FPA NorCal Conference
- FPA of Orange County
- FPA of Oregon & SW Washington
- Garrett Planning Network (S17379)*
- iCapital
- Innova Learning and Bates Group
- The International Succession Planning Association (ISPA)
- Kaplan +
- Kestra Financial*
- Kitces +
- Life & Legacy Law
- Measure Twice Planners
- Merrill Lynch, Pierce, Fenner & Smith Inc.*+
- Mindset Consulting
- Mission Critical Services
- MTradecraft
- NASAA
- Pass Perfect, LLC.
- Plan Confidence Corporation
- Pohs Institute
- Providence Compliance LLC
- 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
- Tennessee Securities Division
- The Vermont Department of Financial Regulation Securities Division
- WebCE +
- Wells Fargo Clearing Services*
- Wilshire Advisors ++
- 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.
++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.
