What This Platform Is

  • Built for Financial Advisors

    This private learning platform is part of your sponsored Errors & Omissions (E&O) program. It provides on-demand access to practical education, CE-accredited courses, and real-world risk-management guidance designed specifically for financial advisors.

  • Our goal is simple:

    Help you reduce risk, stay compliant, and run a stronger practice.

What You Get as Part of Your E&O Program

  • CE-accredited courses for Life & A&S and Mutual Fund licenses

  • Practical, advisor-specific examples and claims scenarios

  • Certificates and CE records for your files

  • Ongoing content added throughout the year

How to Get Started

  • Step 1 - Select a course from the library

  • Step 2 - Complete the lessons at your own pace

  • Step 3 - Pass the knowledge check

  • Step 4 - Download your CE certificate (where applicable)