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IARCE
Investment Adviser Representative Continuing Education programs.
Our complete IARCE program provides you with all 12 credit hours through video based lectures.
What’s Included:
- 12 NASAA-approved IAR CE credit hours in a single bundled program
- NASAA credit reporting fees included in the course price
- Practical, compliance-focused instruction aligned with current regulatory expectations
- Flexible, self-paced online format designed for working professionals
Courses Included in the Program
This IARCE bundle includes five courses that collectively satisfy the full 12-hour requirement:
Cybersecurity & Data Privacy for Investment Professionals
This course is designed to strengthen advisers’ ability to protect client data, safeguard firm systems, and navigate evolving technological risks. The course is divided into three chapters: Cybersecurity Essentials, Enhanced AML Protocols, and Ethical Challenges in Al and Fintech. Together, these modules provide participants with practical strategies to identify vulnerabilities, meet regulatory obligations, and uphold the highest standards of client trust in a digital environment.
Digital Assets & Web3: Compliance Considerations for RIAs
This course provides investment professionals with the tools to understand, evaluate, and navigate the rapidly evolving world of digital assets. Through the Navigating Digital Assets & Crypto course, the course explores the unique characteristics of cryptocurrencies and other Web3 products, their associated risks, and the regulatory considerations shaping their use in advisory practices. Participants will learn how to assess suitability, mitigate compliance challenges, and align recommendations with fiduciary responsibilities when working with digital asset investments. This course equips advisers with practical strategies to responsibly incorporate emerging technologies into client portfolios while maintaining regulatory and ethical standards.
Ethics & Fiduciary Duty
This course is designed to strengthen investment adviser representatives’ understanding of ethical responsibilities and fiduciary obligations in today’s regulatory environment. The course is divided into three chapters: Advanced Ethical Decision Making, Ethical Business Practice & the SEC Marketing Rule, and Investment Advisor Integrity. Together, these modules equip participants with practical strategies to navigate ethical dilemmas, uphold fiduciary standards, and foster long-term confidence in the advisory profession.
Retirement Planning & Income Strategies for Today’s Advisors
This course prepares investment professionals to address the evolving needs of retirees while ensuring compliance with ethical and regulatory obligations. The course includes two chapters: Ethically Serving Senior & Vulnerable Investors, and Reg BI Practical Applications.Together, these modules provide participants with the knowledge to design appropriate retirement income solutions, protect vulnerable clients, and maintain compliance in today’s complex regulatory environment.
Understanding & Recommending Investment Products in a Changing Market
This course equips investment professionals with the knowledge and skills to evaluate products and practices in today’s evolving regulatory and market environment. The course is divided into three chapters: Trading Practices for Investment Advisors, Insider Trading & Market Manipulation, and Annual AML Update. Collectively, these modules provide participants with the practical tools to recommend products responsibly, maintain compliance with regulatory obligations, and uphold client trust in a dynamic marketplace.
Why Choose This IARCE Program
- One purchase satisfies your entire annual IAR CE requirement
- No surprise fees-NASAA reporting is included
- Content designed for real-world advisory and compliance scenarios
- Ideal for individual IARs and firm-wide CE program
Firm Element Training
Comprehensive compliance and continuing education for financial professionals. Infinite Knowledge offers an expansive Firm Element course library designed to meet the evolving compliance training needs of broker-dealers and investment advisers. With a robust catalog of on-demand video classes, live webinars, and in-person sessions, Infinite Knowledge delivers flexible learning solutions tailored to each firm’s unique requirements. Firms can also collaborate with subject matter experts to create and deliver fully customized courses aligned with their business models, risk profiles, and regulatory priorities. Comprehensive tracking and reporting tools ensure timely course completion and full compliance, providing firms with the oversight and documentation needed to satisfy regulatory audits and internal
Insurance CE
Continuing education for insurance professionals.
Infinite Knowledge offers a comprehensive library of IAR Continuing Education (IARCE) courses designed to meet NASAA’s CE requirements for investment adviser representatives. The platform provides flexible learning options, including on-demand video classes, live webinars, and in-person sessions, all developed by industry experts. Firms can also create and deliver custom courses tailored to their specific advisory models and compliance needs. Robust tracking and reporting tools ensure timely completion and documentation, helping firms and representatives stay fully compliant with state-mandated CE requirements.
Digital Asset Training
Cutting-edge training on cryptocurrency, blockchain, and digital assets. Infinite Knowledge offers a comprehensive digital asset education program covering the latest developments in blockchain technology, decentralized finance (DeFi), cryptocurrencies, NFTs, and the broader digital asset ecosystem. Designed for financial professionals and curious investors alike, our expert-led courses provide a deep dive into how blockchain works, the evolving role of DeFi platforms, the function and valuation of digital currencies like Bitcoin and Ethereum, and the unique characteristics and use cases of NFTs. Learners will also explore the regulatory landscape, market risks, custody solutions, and strategies for integrating digital assets into modern portfolios. With flexible on-demand access, this program delivers timely, practical knowledge to help you stay ahead in the fast-moving world of financial innovation
Physical Asset Training
Training on gold, silver, and other physical assets.
Specialized preparation for General Securities Principal qualification. Infinite Knowledge offers an in-depth gold and silver investment education program designed to equip individuals with the knowledge and confidence to navigate the world of precious metals investing. Our expert-led courses explore the historical significance and modern-day role of gold and silver in portfolio diversification, inflation protection, and wealth preservation. Students will gain a clear understanding of market drivers, pricing mechanisms, storage options, and how to incorporate physical metals, ETFs, and mining stocks into a broader investment strategy. Whether you’re new to precious metals or looking to deepen your expertise, our flexible, on-demand classes provide the comprehensive insight needed to make smart, informed decisions in today’s volatile financial landscape.