Friday, March 29th, 2013 and is filed under AI Insight News, Press Releases
AI Insight is pleased to announce the addition of four Structured Products education modules consisting of Structured Certificates of Deposits, Principal Protected Structured Notes, Principal at Risk Structured Notes, and Structured Products Payout Structures Issuance Type. Each segment has been filed with the Certified Financial Planner Board of Standards, Inc., and will merit one continuing education credit (CE) upon completion. Read More
Friday, March 29th, 2013 and is filed under AI Insight News
Broker Dealers may now give access to program level training for non-license RIAs and non-license support staff. These two new functions have been added along with our current Financial Advisor and OSJ functionality. The function assigned to the user will determine what access they have on the site. Non-license RIA users will be given access to view and take education modules on approved Alternative Investments programs available only on RIA platforms as indicated in the program summary. Non-license support users will be given access to view and take education modules on approved alternative investment as Financial Advisors, however each firm’s compliance log will indicate they are a support user and do not hold the appropriate license to sell the program. Read More
