Continuing Education (CE) Value-Add Programs

We work with our clients to guarantee that our delivery options and course content are up-to-date, provide valuable and relevant content with the credit hours advisors need to complete their CE requirements.

Delivery Options

We provide your advisors with CE courses and credits that are approved nationwide and throughout all designation boards.

Classroom CE

Increase attendance at Wholesaler meetings by offering classroom CE.

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Super CE Programs

Offer advisors the ability to earn the maximum amount of CE credits.

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CE On-Demand

Present advisors with CE credit for webinars, videos, whitepapers, and all your other educational content.

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Voucher Cards

Wholesalers have an advantage over their competitors when offering voucher / discount cards.

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B.E.S.T. On-Line Administration (BOLA) Features

Our system makes it easy to download reports and track instructors with your internal or 3rd party management systems.

BOLA Features

➤ CRM Integration

Request weekly data feeds that can pull information to have the ability to input into your firm’s internal or third-party CRM using SFTP.

➤ Dynamic Reports

Downloading reports and detailing exactly which events advisors attended is uncomplicated with BOLA.

➤ Manage Instructors

Track active instructors.