Corporate Programs and Services

Broker Educational Sales & Training, Inc. (BEST) Corporate Programs and Services are customizable to meet your company’s specific needs. In addition to state insurance approval, all BEST courses are approved for CFP and CIMA / CPWA credit. Our Business Development team will be happy to help you choose a CE program that meets your needs.

Click on a title below to view the corresponding program or service:

Partnership Programs

Direct Partner / Distribution Partner (see list below)

We will write, design, administer, and provide experienced and knowledgeable instructors to conduct live classroom training and Super CE programs at your desired locations.


Option A

BEST writes, designs, administers and provides experienced and knowledgeable instructors to conduct live classroom training programs at the partner’s desired locations that also helps meet their business objectives.

Option B

The Distribution Partner provides their own “proprietary” continuing education courses to BEST and we provide all administrative services.

Option C

Distribution Partners select from BEST’s s existing library of “approved”continuing education courses.

Option D

Selection of any or all of the above.


Distribution Partners List

Below is a list of our current partners: (click on a partner's name to visit their website.)


Classroom Courses

Classroom courses feature the following:

  • Choose courses from our course library or provide your company’s proprietary course
  • Courses are typically 1-3 credits
  • No examination required


Administrative Services

Classroom / Self-Study

We have years of experience filing continuing education programs with various regulatory entities. Our turnkey process from registering attendees, to mailing Certificates of Completion makes providing CE as easy as 1-2-3. Our administrative services also include:

Filing to regulatory agencies

  • Course Filings
  • Instructor Filings
  • Class Scheduling
  • Roster filings to the state and CFP / Investments & Wealth Boards

Training and Record Keeping

  • Live Instructor training provided by one of our experienced instructors
  • Student attendance rosters on BOLA
  • Record storage up to 5 years


BEST On-Line Administration (BOLA)

Manage your entire regulatory CE program online using BEST’s On-Line Administration (BOLA). BOLA is an online management tool for our distribution partners to schedule and review CE programs.


  • Password protected program
  • View registration rosters
  • Ability to view previous, current and upcoming CE programs
  • Ability to access reports


CE Voucher Cards

Additional Credits

Support the professional development of advisors with:

  • Access to BEST’s CE course content
  • Substantial amount of state insurance CE credit hours
  • 5 or 10 hours of CFP® and/or CIMA® / CPWA® professional designation CE credit