Special Discounts & Offers

Current Insurance CE, IAR CE, Designation CE, and CFP CE discount codes.

Insurance CE

Take 15% off your retail Insurance CE purchase with code INSURANCE15.

IAR CE

Take 15% off your retail IAR CE purchase with code IAR15.

Designation CE

Take 15% off your retail Insurance CE purchase with code DESIGNATION15.

CFP CE

Take 15% off your retail CFP CE purchase with code CFP15.

Complete Your Program

Complete your program by adding these additional services!

Annual Compliance Questionnaire

Annual Questionnaires

Add an actionable ACQ to programs to verify reps annual activities & disclosures.

Conflict of Interest Tracking

Conflict of Interest Tracking

Individually track OBAs, Gifts, Entertainment, Customer Complaints and more!

Continuing Education

Firm Element Training

Deliver your Firm Needs Analysis Survey and choose from over 450 Firm Element courses.

Contact our Sales Team

Submit the form to schedule a product demonstration!

Still not convinced? Take a test drive of our system today!