In a constantly changing investment and economic landscape, financial professionals must stay well-versed in the current key topics. Continuing education (CE) courses help advisors stay up-to-date on the latest industry rules and regulations while providing effective strategies for practice management, portfolio construction and investment planning. Professional designations require specific credit hours of CE courses to ensure that financial professionals maintain the highest competency standards and remain licensed. This Asset Management Monitor – Advisor report examines how firms prepare advisors for certification with CE credits, evaluating whether firms offer the tools and resources that enable advisors to take courses online and earn credit hours. Key areas of focus include ease of access, availability and selection of courses and breadth of content. This is our first time covering this topic.
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