About BEST

Broker Educational Sales & Training, Inc. (BEST) is a nationally approved provider of Continuing Education (CE) for the financial and insurance professional and advanced training programs for the Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and to the mutual fund, insurance and financial services industry. BEST conducts and administers over 500 continuing education classes throughout the country, which on average are attended by over 61,000 insurance agents, accountants and lawyers annually. BEST also conducts national symposiums and seminars with an average attendance of over 100 Financial Advisors throughout the country.

BEST provides the most relevant, timely and reliable CE course content in the industry. Courses are approved nationally and credits are maximized to allow for quick and easy completion. BEST’s courses can be custom-tailored and developed into educational programs that deliver the greatest value to organizations.

BEST’s courses are also National Association of State Boards of Accountancy (NASBA)/QAS approved for Self-Study and “Group Live” delivery methods. Approval of these delivery methods affirms BEST’s commitment to the delivery of high quality professional continuing education. BEST is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

To date, hundreds of thousands of financial and insurance professionals have received credits from BEST’s continuing education programs.


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.


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 Client Relations representatives will be happy to help you choose a CE program that meets your needs.



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 seeking Financial and/or Insurance Continuing Education Instructors

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:

  • AXA Distributors
  • Calamos Fund Investors
  • Columbia Management
  • Dreyfus
  • DWS Investments
  • Forethought
  • Icon Investments™
  • John Hancock Retirement Plan Services
  • Lincoln Financial Group
  • Merrill Lynch
  • MetLife
  • Morgan Stanley
  • New York Life / MainStay
  • Pacific Life
  • Plan Sponsor
  • Raymond James Financial Services
  • SunAmerica
  • Sun Life
  • UBS Financial Services