On DemandCE Credits Available
(Unnamed Event)
Hosted by AI Insight
Dates TBD Online / Virtual
Finance & Insurance
About This Event
This is an on-demand continuing education platform offering Firm Element and Anti-Money Laundering (AML) training courses for financial professionals. The platform provides over 120 courses covering industry-relevant topics to help firms meet FINRA Rule 1250 and FINRA 3310 requirements, with features for training management, documentation support, and participant tracking.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk ManagementDocumentation Standards
Registration & Fees
Continuing Education
Credits: up to 10 CE credits
Accredited by: CFP®
Earn CE credits toward the CFP® and other designations using e-learning modules from FINRA, iCapital's AltsEdge Certificate Program and AI Insight by iCapital.
Who This Event Is For
Industries
Finance & Insurance