About us

Our mission is to empower advisors with knowledge to better serve their clients

We are an online and live course school based in Boca Raton, Florida. We are committed to creating and continuously improving effective learning methods to diverse communities on online and live financial service educational needs. We are dedicated in promoting knowledge and awareness of the demands of the ever changing financial service industry trends for professional competency.
Our philosophy

We believe knowledge is an asset

People often think of an organization’s assets in terms of cash, inventory, buildings, equipment, and other tangible assets. However, probably the most important asset can make or break the success of today’s businesses. We’re talking about human assets and their knowledge and skills. The company's professionals. After all, they are the ones that produce value to their customers and make profit for the business. We firmly believe that keeping them informed is the best practice from a compliance and customer service point of view, but it also has a huge effect on the company's innovative capacities and financial growth.