BEST “Super CE” Programs
We Give Advisors a Lot of Credit!

“Super CE” Programs

We are BEST - the name says it all. We are 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 industries. 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.


What is a “Super CE” Program?

“Super CE” is a combination of 2 approved Continuing Education (CE) courses comprised of:

“Super CE” is designed to expand advisors’ knowledge on a specific subject and prepare them to take the correspondence/self-study course examination.

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 and online offerings.


How a “Super CE” Program Works

Prior to the “Super CE” program, advisors will pre-register online and download the approved correspondence/self-study course materials. Advisors are required to read and review the course materials before attending, to prepare for the examination given at the conclusion of the program. In order to receive CE credit, advisors must receive a passing grade of 70% or higher on the examination.

Note: The state of New York requires that advisors must receive the course materials at least 7 days prior to the examination.


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How to Schedule a “Super CE” Program

“Super CE” requires a minimum of 2 hours. You can choose to schedule the programs as follows:

Note: The state of New York requires that advisors must receive the course materials at least 7 days prior to the examination.

  1. Back-to-back – Live CE classroom course followed immediately with the correspondence /self-study examination.
    (The 2-hour slot can be scheduled on the first day of the meeting or the last day of the meeting).
  2. Split day – Classroom prior to General Session (e.g., 6:30 AM – 7:30 AM prior to the opening of the General Session) and then correspondence/self-study examination after the General Session (5:15 PM -6:15 PM - after the General Session ends for the day).

Interested? Contact Us Today!

Contact one of our Client Relations Representatives to learn more about our “Super CE” programs and how to integrate it into your organization’s professional development effort.


What Advisors Say...

“Thanks! This was the most enjoyable CE I’ve completed in my over 14+ years as an advisor. I’ll be back.” 
~ Raymond James Advisor

“I didn’t even need the CE, but took the class to expand my knowledge and understanding. Thank you BEST.” 
~ Merrill Lynch Advisor

“BEST has perfected the Super CE program!” ~ Morgan Stanley Advisor

“Productive & effective use of time in meeting Continuing Education requirements.” ~ Wells Fargo Advisor

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Course Pairings

“Super CE” programs currently offer several correspondence/self-study courses, each of which may be paired with one to three (1-3) different classroom courses. (A comprehensive list of all course pairings and CE credit hours are available upon request.)

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Speaker, Trainer and Author

Edward J. Barrett, Nationally Renowned Speaker, Trainer and Author, is available for live, in-person presentations for your conferences or private company events. (Please note that if Ed is already booked or unavailable, we have several qualified and approved instructors available for booking.)