Succeed With Senior Clients Course

Succeed with Senior Clients
Click here to order the “Succeed With Senior Clients: A Financial Advisor‘s Guide To Best Practices” course OR go to http://selfstudyce.brokered.net/succeed/.

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About BEST

BEST is a leading provider of continuing education (CE) programs for financial and insurance professionals, accountants and attorneys throughout the country.


BEST's services include:


  • Super CE: BEST conducts “Super CE” programs at national and regional conferences, symposiums and seminars throughout the country.

    Super CE is a combination of two approved Continuing Education (CE) courses:
    • Classroom course: 1-hour (instructor-led)
    • Correspondence/self-study course: Provides up to 21 hours of state insurance CE and 5 or 10 hours of professional designation CE

  • Client CE: BEST conducts CE programs at local offices throughout the country
  • Correspondence/self-study CE: BEST offers our entire catalog of courses in a self-paced format


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Mission Statement

Provide a “truly value-added” service that will help insurance and financial professionals meet state mandated continuing education requirements, as well as increase knowledge and professionalism through innovative and effective learning programs.


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Corporate Programs

BEST Corporate Programs and Services are customizable to meet your company’s specific needs. In addition to state insurance approval, all BEST courses are approved for CFP and CIMA/CPWA credit. Our Business Development team will be happy to help you choose a CE program that meets your needs.



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Associates

Contact a BEST Associate when you need assistance in purchasing a course, scheduling a Super CE Program or to help answer any questions you may have.



Career Opportunities

We are currently have no available openings.



Corporate Distribution Partners

As a Distribution Partner, BEST helps develop, deliver and manage a truly value-added turnkey continuing education program complementing the products and services our partners represent.


BEST writes, designs, administers, and provides experienced and knowledgeable instructors to conduct live classroom training programs at our partner’s desired locations.


Below is a list of our current partners:


  • Allianz Global Investors LLC
  • Allianz Life Insurance Company
  • American International Group, Inc. (AIG)
  • API Funds
  • AXA Distributors, LLC
  • Bank of New York Mellon Corporation
  • Brighthouse Financial, Inc.
  • Calamos Investments LLC
  • CION Investments
  • Columbia Threadneedle Investments
  • DWS
  • Great-West Financial®
  • Jackson®
 
  • Janus Henderson Investors©
  • John Hancock Retirement Plan Services
  • LaSalle Investment Management
  • Lincoln Financial Group
  • Merrill Lynch
  • Owl Rock Capital Securities
  • Pacific Life Insurance Company
  • Preferred Capital Securities, LLC
  • Prudential Financial
  • Raymond James Financial Services
  • Stira Capital Markets Group
  • Symetra Life Insurance Company
  • Transamerica

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