Colorado Latest State to Adopt IAR CE Requirement
Colorado is the latest state to adopt NASAA's IAR CE [...]
14
04, 2023
10
04, 2023
How to Write your Needs Analysis/Written Training Plan
Q1 and Q2 are usually when firms find themselves ready [...]
6
03, 2023
Which is Better: “Evergreen” or “Trendy” CE Content?
As an insurance/asset management company, you likely have a value-add [...]
1
03, 2023
6 Must-Haves for a Successful CE Email Invitation
Lots of hard work goes into creating your CE-sponsored events: [...]
24
02, 2023
What to Know About FINRA’s CE Transformation
At the beginning of the year, FINRA implemented new changes [...]
13
02, 2023
Six Takeaways from the SEC’s 2023 Exam Priorities
On February 7th, the SEC released its list of exam [...]
13
02, 2023
SEC Says Yes to “Restricted Firm” ID on BrokerCheck
The SEC recently approved a rule proposal that would allow [...]
20
01, 2023
Data Privacy Week: Celebrate with These Six Courses
Data Privacy Week, January 22-28, is an international campaign created [...]
13
01, 2023
Top 10 Firm Element Courses of 2022
With 2022 in the rear-view mirror, we can’t think of [...]
10
01, 2023
Which States Have Adopted the IAR CE Requirement?
Updated April 28th, 2025 -- 2025 has brought forth a [...]
