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Financial Services: Continuing Education


Welcome to our Contuning Education Portal. Select your CE option from the list below. Some courses will satisfy multiple licenses like Property, Casualty, Life, Accident & Health, Adjuster. Not all courses cover all lines of insurance. The lines covered are listed with the course. Make sure the course you select covers your line of insurance before enrolling.

Online: Insurance/PACE/CFP/CPA

Classroom/Self Study Combo: One Day-15 Credit/NYC/Insurance

FINRA ONLINE: Firm Element

TAXATION ONLINE: Enrolled Agent; IRS AFSP Courses

Join our CE eMail List if you want a CE email in January, and another 60 and 30 days prior to license renewal. Make sure you give us your license expiration/renewal date.


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