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2026 Licensing Seminars

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Benefit From Professional Development Training

Utilize any of the training courses listed below to improve your skills!
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Securities Licensing
securities-licensing
Do you need securities exam prep for the Series 6 or Series 7 to begin your career as a Financial Advisor; the Series 65 or Series 66 to act as an Investment Advisor Representative; or the Series 9, 10 or 24 to become a Registered Principal?

We can help with numerous securities exam prep courses - in several convenient formats - to help you pass your exam!
Sales Training for Financial ProfessionalsOnline Training
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Learn how to create stronger customer/member relationships, improve service experiences, build loyalty, and become trusted financial partners in your community.

Certificate In Financial Reporting And AnalysisOnline Training
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The course begins with an introduction to financial reporting and the economic environment in which financial statements are prepared and used. It then covers the mechanics underlying the preparation of the statements, such as How to Read and Analyze Financial Statements, covering the statements in detail and goes on to develop a financial model that links the financial statements to business performance.
Certificate In Integrated Wealth Planning And AdviceOnline Training
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Learn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.
Analyzing Financial StatementsOnline Training
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This course provides valuable knowledge and skills for students and offers tangible benefits for companies seeking to optimize their financial management practices and achieve long-term success. Students learn how to evaluate the financial health of companies, assess investment opportunities, make strategic business decisions, and gain a comprehensive understanding of financial statements, including income statements, balance sheets, and cash flow statements. This knowledge is essential for making informed personal financial decisions and for career advancement in finance-related fields.
Fundamentals Of AccountingOnline Training
fundamentals-of-accounting
Taking an accounting basics course offers a range of benefits for individuals. Our accounting basics course equips individuals with essential skills, knowledge, and competencies that are valuable for personal financial management, career advancement, entrepreneurship, and professional success in accounting and finance-related fields. Students develop critical thinking skills as they learn to apply accounting principles to real-world scenarios, interpret financial information, and solve accounting-related problems effectively.
Workers' Comp 101: The Whats, Whens, And WhysWebinar
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This 90 minute training session will provide you and/or your team with a better understanding of how workers’ comp works, plus how you can directly impact claim outcomes and costs.
Available Versions:
Recorded. Also available via On-Demand
Certificate Program In FMLA, ADA, And PWFA ComplianceSeminar
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Rating: 4.88 - 441 reviews
This Instructor-led training program equips you with the tools, insight, and judgment needed to manage leave and accommodation issues confidently. You'll dive deep into real-world scenarios, judicial rulings, and best practices to ensure your organization handles leave and accommodation matters effectively - all while minimizing legal risk.
Next Venues/Dates:
Understanding EBITDA – Definition, Formula And CalculationOnline Training
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EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is one of the most commonly used financial metrics but also one of the most misunderstood. This 60-minute session provides a clear, practical understanding of what EBITDA represents, how it’s calculated, and how to use it effectively in evaluating financial performance. Walk away with the skills to calculate EBITDA accurately, interpret it in context, and use it responsibly to support forecasting, financial analysis, and business decision-making.
Internal Investigations Certificate ProgramSeminar
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Rating: 4.88 - 724 reviews
Equip yourself with the skills and knowledge needed to handle sensitive internal or workplace investigation cases with confidence - and legal precision!
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Dealing With Difficult PeopleSeminar
Learn Successful Strategies For Working With Difficult People

This training gives you concrete techniques for dealing with difficult people, both in the workplace and at home.
Next Venues/Dates:
How To Communicate With Tact And ProfessionalismSeminar
Learn How To Communicate More Effectively!

This seminar teaches the essential skills you need to become a more polished, persuasive communicator. You'll gain insights into everything from making a good impression, to motivating people, to intervening in tense situations.
Next Venues/Dates:
Microsoft® Excel® BasicsSeminar
Sure, you know your way around a spreadsheet, but are you sure you’re familiar with all the key tools this staple program offers and the best way to use them? You certainly will be after one of our Microsoft Excel accounting workshops. Starting with the basics and moving to more advanced features, you'll learn how to turn Excel into your most powerful productivity tool. If you're only tapping into a few of the features of this powerful and versatile software, get set for a productivity explosion! You'll learn hundreds of ways to work faster, smarter, and savvier with Excel!
Next Venues/Dates:
Workers' Comp Training SeminarSeminar
In this information-packed seminar, you'll discover a wealth of strategies, insider tips, tools, and more to help you manage your entire workers' compensation plan more effectively. You might be very surprised about how much money you could save with proper knowledge of workers' compensation compliance requirements.
Next Venues/Dates:
Certified Professional in Disability Management (CPDM)Online Training
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Our 'Certified Professional In Disability Management' program contains three modules that provide the basis of disability management.

Find Securities Licensing Courses In Your State!

To find training to earn your securities license and become a financial advisor, simply click on your state name below to see the best-selling securities licensing training courses in your state.

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How Insurance Professionals Benefit From Taking An Insurance Training Seminar

Insurance training seminars offer numerous benefits for both insurance professionals and the companies they work for. Here are some of the key advantages:Overall, insurance training seminars play a vital role in equipping insurance professionals with the knowledge, skills, and resources they need to succeed in a dynamic and competitive industry. By investing in training and development, companies can foster a culture of excellence, drive business growth, and deliver greater value to their clients.
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