The Fort Worth Press - A.D. Banker Launches Investment Adviser Representative Continuing Education, Making Compliance Simple

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A.D. Banker Launches Investment Adviser Representative Continuing Education, Making Compliance Simple
A.D. Banker Launches Investment Adviser Representative Continuing Education, Making Compliance Simple

A.D. Banker Launches Investment Adviser Representative Continuing Education, Making Compliance Simple

Now NASAA-approved, A.D. Banker is the new go-to for IAR CE--bringing audit defensibility into one platform.

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OVERLAND PARK, KS / ACCESS Newswire / March 18, 2026 / Registered Investment Adviser (RIA) firms, broker-dealers, and their advisers navigating Investment Adviser Representative (IAR) continuing education requirements now have a consistent way to meet requirements and feel confident in how their compliance is handled. With A.D. Banker, firms gain clarity around NASAA IAR Model CE requirements and reduce interpretation risk for both advisers and compliance leaders.

A.D. Banker -- long recognized for excellence in insurance pre-licensing and continuing education -- is now a NASAA-approved provider of IAR CE, bringing the same commitment to clarity, compliance and convenience that thousands of professionals already rely on. With IAR CE from A.D. Banker, firms and Investment Adviser Representatives (IARs) have a new trusted partner for their continuing education (CE) needs. They can stay ahead of regulatory compliance with accessible documentation, firm-level visibility into credit completion status by adviser and state--plus training that is relevant, simple and engaging. IAR CE compliance is complex. A.D. Banker eliminates the guesswork.

"The introduction of A.D. Banker IAR Continuing Education marks an important step forward for both advisers and the firms that support them," said Pat Hirschberg, SVP & General Manager. "As regulatory expectations continue to evolve, advisers deserve education that is clear, defensible and built for the realities of their day‑to‑day work. Our goal is to remove ambiguity from the compliance process and give firms and representatives confidence that their CE is handled correctly--so they can stay focused on serving clients and growing their businesses."

From large and mid-sized RIA firms ensuring team-wide compliance to independent IARs, advisers will find the courses they need in the A.D. Banker IAR CE library so that IAR CE is understood and completed in a standardized way. Titles include:

  • Annuity Taxation

  • Anti-Money Laundering

  • Cyber Security and Identity Theft

  • Financial Exploitation

  • Annuity Contract Provisions

  • Annuities Basics

  • Annuity Suitability

  • Individual Retirement Accounts: Managing Uncertainty

  • Fixed & Variable Annuities

Unlike catalog-only CE marketplaces that require advisers to interpret rules on their own, A.D. Banker IAR CE courses are built around the real-world challenges advisers face every day, engaging advisers through interactive, applied learning, as well as delivering career-centered learning paths, while elevating the visibility of compliance managers.

Advisers earning credits on the go and managers coordinating training for teams will benefit from A.D. Banker's automated tracking, completion reporting and record storage. These features give advisers and compliance teams confidence that their obligations are met -- without the administrative headaches.

Firms already working with A.D. Banker for insurance licensing education, CE, or Firm Element can now consolidate IAR CE under the same trusted platform and eliminate interpretation risk. To simplify IAR CE and learn about flexible pricing, email [email protected].

For individuals looking to elevate their CE experience, click here.

Check out a video overview here.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

About A.D. Banker
For over 46 years, students have turned to A.D. Banker & Company for the knowledge they need to pass insurance and FINRA licensing exams and continue their insurance education. The high-quality learning design produces outstanding results, and our knowledgeable customer care team provides friendly, responsive support to make the roads to licensing and career advancement easier. Learn more at ADBanker.com. A.D. Banker is part of the Career Certified family of educators. Learn more at CareerCertified.com.

Media Contact:
Career Certified Press
[email protected]
720.822.5314

SOURCE: A.D. Banker



View the original press release on ACCESS Newswire

M.T.Smith--TFWP