Category Archives: For Business

A.D. Banker & Company Named CE Quality Partner by CFP Board

By | October 25, 2018

A.D. Banker in Overland Park, KS has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc. (CFP Board). As a CE Quality Partner, A.D. Banker has demonstrated a commitment to developing continuing education (“CE”) programs that meet a high set of standards outlined by CFP Board.… Read More »

Introducing the New Prelicensing Student Tracking

By | January 4, 2018

We are excited to announce the New Prelicensing Student Tracking available in January 2018.  What’s new? Insights automatically group students by progress and performance Improved hierarchy and team management Track licensing exam results Search, sort, and filter Create and export customized reports Activity stream of course progress Show and hide courses or students What do I need… Read More »