Corporate Programs and Services

Broker Educational Sales & Training, Inc. (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.

Click on a title below to view the corresponding program or service:

  • CE Voucher Cards
  • Professional Tools & Extras
  • CFP CE Online Course Catalog

    Our CFP CE online courses allow for convenient access to course material and includes:

    • Unlimited retakes of review questions and final examinations
    • Instant grading
    • Access to Certificates of Completion
    • Course material accessibility for up to one year from date of purchase


    Self-Study/Correspondence CE Course Catalogs

    BEST’s self-study CE courses are mailed to you as paper materials with an examination OR emailed to you in PDF format with an examination faxed to a number supplied by you. Paper examinations may require monitoring for credit.

    Some advantages of purchasing self-study courses include:

    • Up-to-date, industry pertinent and cost-effective CE courses
    • ClearCert certified Long-Term Care and Annuity training provider
    • CE courses that maximize credits
    • Useful as a study guide and reference material
    • Easy to read and take with you anywhere you go


    Super CE Program

    BEST’s Super CE programs are a combination of two approved Continuing Education (CE) courses comprised of:

    • Classroom course: one-hour / instructor-led
    • Self-Study/Correspondence course: up to 21 hours of state insurance CE and 5 or 10 hours of professional designation CE

    Super CE is designed to expand knowledge of specific subject matter and fulfill CE requirements.

    By participating in Super CE advisors are generally able to earn more CE credit for the time they invest than would otherwise be available through participation in traditional classroom, correspondence and/or self-study offerings.


    Book a Speaker/Trainer

    Need a Speaker/Trainer that can also offer your advisors an opportunity to earn the maximum amount of State, CFP and/or CIMA/CPWA Insurance CE credits possible?

    Meet Edward J. Barrett:

    For more than four decades Ed has educated, coached and enlightened advisors across all channels, from wirehouses to regionals, to the independent broker-dealers and bank channels. He uses real-life experiences to address complex financial and insurance planning issues with a teaching style that makes learning entertaining and educational! (Please note that if Ed is already booked or unavailable, we have several qualified and approved instructors available for booking.)


    Nationally renowned speaker, trainer and author with more than 40 years of experience in the financial and insurance service industries.


    Principal author of a series of professional continuing education courses for advisors and lawyers.


    Presented to over 150,000 advisors nationwide.


    Partnership Programs

    Direct Partner / Distribution Partner (see list below)

    We will write, design, administer, and provide experienced and knowledgeable instructors to conduct live classroom training and Super CE programs at your desired locations.


    Option A

    BEST writes, designs, administers and provides experienced and knowledgeable instructors to conduct live classroom training programs at the partner’s desired locations that also helps meet their business objectives.

    Option B

    The Distribution Partner provides their own “proprietary” continuing education courses to BEST and we provide all administrative services.

    Option C

    Distribution Partners select from BEST’s s existing library of “approved”continuing education courses.

    Option D

    Selection of any or all of the above.


    Distribution Partners List

    Below is a list of our current partners: (click on a partner's name to visit their website.)



    Classroom Courses

    Classroom courses feature the following:

    • Choose courses from our course library or provide your company’s proprietary course
    • Courses are typically 1-3 credits
    • No examination required


    Administrative Services

    Classroom / Self-Study

    We have years of experience filing continuing education programs with various regulatory entities. Our turnkey process from registering attendees, to mailing Certificates of Completion makes providing CE as easy as 1-2-3. Our administrative services also include:

    Filing to regulatory agencies

    • Course Filings
    • Instructor Filings
    • Class Scheduling
    • Roster filings to the state and CFP / Investments & Wealth Boards

    Training and Record Keeping

    • Live Instructor training provided by one of our experienced instructors
    • Student attendance rosters on BOLA
    • Record storage up to 5 years


    BEST On-Line Administration (BOLA)

    Manage your entire regulatory CE program online using BEST’s On-Line Administration (BOLA). BOLA is an online management tool for our distribution partners to schedule and review CE programs.


    • Password protected program
    • View registration rosters
    • Ability to view previous, current and upcoming CE programs
    • Ability to access reports


    CE Voucher Cards

    Additional Credits

    Support the professional development of advisors with:

    • Access to BEST’s CE course content
    • Substantial amount of state insurance CE credit hours
    • 5 or 10 hours of CFP® and/or CIMA® / CPWA® professional designation CE credit


    Professional Tools & Extras

    2019 Tax Guide

    Our Tax Guide contains tax information such as individual income tax rates, estates and trusts tax rates, Roth IRA annual contribution limits and much more...

    Financial / Insurance
    Calculators & Websites

    A comprehensive list of online financial / insurance calculators and informational websites.


    Whether an Agency has to manage their own compliance or Producers want to manage their licensing, Vertafore has them covered. ProducerEDGE and AgencyEDGE can meet specific licensing needs both quickly and easily on the web.

    CFP Ethics Monthly
    Live Webinars

    BEST’s CFP Ethics webinars are approved by the Certified Financial Planner Board of Standards, Inc. and meets the CFP Board’s Code of Ethics and Practice Standards mandatory two (2) credit hour Ethics CE requirement.




    2019 Reference Guide to
    Social Security & Medicare

    Our Reference Guide contains tax information such as Social Security income limits, Medicare Parts A-D deductibles and premiums, Medicare surtaxes and much more...

    Complimentary Monthly Newsletter

    Subscribe to our complimentary monthly Newsletter for a quick glance of what’s going on in the financial and insurance industries!

    BEST’s Advisor Insight
    Audio Podcast

    Check out our Advisor Insight audio podcast. Each of our podcasts are hosted by Edward J. Barrett, BEST’s Founder, President and CEO.