Search the AdvisorTek vendor listing for a comprehensive network of Corporate eLearning  solution providers for the financial services industry.


Phone: (800) 329-4996
Email: info@acadient.com
Website: www.acadient.com

Acadient develops and distributes multimedia, interactive learning solutions for professionals in the financial services industry. The company is dedicated to the financial services industry, and has created a team of professionals whose goal it is to support financial services professionals, the companies they work for and the institutions that bring value to them.


One North Franklin, Suite 1000
Chicago, Illinois 60606-3421

Phone: (800) 224-9889
Email: info@bai.org
Website: www.bai.org

BAI, the industry’s premier provider of training, research, information and assessments. Working hand in hand with the financial services industry, we’ve been helping professionals advance their careers while improving the performance and profitability of financial services companies for over 75 years.

The Brigus Group

Phone: (866) 492-2204
Email: info@brigusgroup.com
Website: www.brigusgroup.com

The Brigus Group provides pedagogical design and development of study guide and learning-support materials for course providers and corporate training departments in the financial services industry. Our clients include banks, insurance companies, educational institutions, publishers and professional associations.


126 South Chester Street
Baltimore, MD 21231-2009

Phone: (410) 675-7880
Email: customerservice@bisyseducation.com
Website: www.bisyseducation.com

BISYS® is the premier provider of training solutions for investment and insurance professionals, supporting virtually every compliance need and stage of career development with more than 215 courses.

Dearborn Financial Services

30 South Wacker Drive, Suite 2500
Chicago, IL 60606

Phone: (800) 824-8742
Email: contactus@dearborn.com
Website: www.dearborn.com

Each year, Dearborn helps hundreds of thousands of securities and insurance professionals build successful careers in the financial services industry. Dearborn has more than 160 continuing education (CE) and professional development courses to help you stay current, meet regulatory requirements, and enhance your position in the marketplace. Our courses cover the entire learning cycle of your career—from new recruit to mid-level to advanced management. You can create a customized program that focuses on specific compliance issues or products, or you can supplement an existing program with a smaller suite of courses or curriculum components.

InMarkets Training

Global Headquarters
Inmarkets Training
11 Buckingham Street
London WC2N 6DF

Phone: +44 (0)207 930 6703
Email: info@inmarkets.com
Website: www.inmarkets.com

Inmarkets Training is a leading provider of eLearning solutions to top investment banks and other financial institutions throughout Europe, Asia-Pacific and the Americas. Inmarkets combines high quality, interactive content with robust and scalable technology to deliver web-based training that can be easily tracked and managed. Inmarkets specialises in highly-interactive and engaging programs, which help firms to fulfil training requirements in compliance and other key competencies within the financial markets.


100 N. Crescent Drive, Suite 330
Beverly Hills, CA 90210

Phone: (212) 343-8760
Email: support@emind.com
Website: www.emind.com

eMind LLC is a leading provider of compliance management Web services for the financial services industry. eMind’s Securities RegulatorSM and Insurance RegulatorSM enable companies to reduce risk by rigorously fulfilling U.S. federal and state regulatory requirements, while increasing productivity and security. eMind’s Insurance training library offers a comprehensive selection of courses that are fully accredited in all 50 U.S. states for easy fulfillment of the continuing education (CE) requirements of each individual state.

Financial Campus

116 Middle Road
Southborough, MA 01772

Phone: (800) 392-6387
Email: info@financialcampus.com
Website: www.financialcampus.com

The leading provider of online continuing education and firm element training to the financial services industry. Insurance agents, stockbrokers, financial planners, CPAs, CFPs, CLUs, ChFCs, and CPCUs use our courses for their professional education and pre-licensing needs. Our customers are provided their own branded, customized, web-based virtual universities complete with a 300-course library of courses filed for credit in all states that allow online learning. Our services range from simply delivering and tracking continuing education content to acting as a full performance improvement partner, engaged in all facets of enterprise level training development and delivery. FinancialCampus reputation is based on a 32 year providership of quality training and educational services. Offering over 20,000 hours of approved insurance continuing education credits in 50 states and various licensing designations in Securities Insurance, CFP®, CPA, CLU, CPCU, IRS EA and more. We are also pleased to be partnering with Harvard Business School providing the ManageMentor® support courses for managers.

GC Learning Services LLC

Instructional Design & e-Learning Specialists

Phone: 1-888-ELEARN-8 (1-888-353-2768)
Contact:  www.gcls.info
Website: www.gclearningservices.com

Got Training? GC Learning Services LLC offers B2B Instructional Design & E-Learning Development services for the financial industry. Affordable, Fun, Engaging, & Interactive Training. GCLS has been providing critical training and SCORM compliant certification training to top financial organizations since 1996.

Projects include Design Documents, Storyboards, Project Management, audio narration by a professional voice talent, flash animation and royalty-free music and graphics. Free Consults & Quotes available. Contact us today.

Greene Consulting

Two Crown Center
1745 Phoenix Blvd, Suite 300
Atlanta, Georgia 30349

Phone: (770) 909-9995
Email: info@greeneconsults.com
Website: www.greeneconsults.com

Greene Consulting utilizes proven strategies to develop the knowledge and skills of financial services professionals, empower them with tools and resources to more effectively fulfill their roles, and establish accountability structures to ensure the organizations’ success in addressing client needs. The result — quantifiable revenue growth.

Institute of Business and Finance

4141 Jutland Drive, Suite 330
San Diego, CA 92117

Phone: (800) 848 2029
Email: information@kesdee.com
Website: www.icfs.com

  • Online and Distance Learning:
  • Financial designations and certificate programs
  • Master’s program

Areas covered: Financial planning, estate planning, mutual funds training, annuities, and more.


5280 Carroll Canyon Road, Suite 220
San Diego, CA 92121

Phone: (858) 558-8118
Email: information@kesdee.com
Website: www.kesdee.com

KESDEE is the world’s largest financial e-learning company. KESDEE’s e-learning catalog consists of 700 accredited e-Learning courses on various topics in Banking, Finance, Accounting, Insurance, and Risk Management. In addition, KESDEE offers Web-based Tutorials for Certification Exams in Risk Management and Financial Analysis. KESDEE’s e-learning solutions are relevant for the providers of financial services, as well as for users, regulators, advisors and educators of financial analysis.

Lytespeed Technologies

Phone: (800) 934-3303
Email: mick@lytespeedlearning.com
Website: www.lytespeedusa.com

Since its inception, in 1994, LyteSpeed Learning has been dedicated to providing
quality professional pre-licensing, continuing education, exam prep and corporate
training classes and programs for the insurance and financial services industries.

Knowledge Planet

11490 Commerce Park Drive, Suite 400
Reston,VA 20191

Phone: (800) 869-5763
Email: info@knowledgesoft.com
Website: www.knowledgesoft.com

KnowledgePlanet’s Performance Management system coordinates the assignment and development of specific skills and abilities required in investment banking, retail banking and insurance. Whether it is proficiency for managing equity funds, completing and tracking Series 7 exams, or improving sales capabilities for new financial products, KnowledgePlanet’s Performance system ensures that learning and development activities are focused on the right performance outcomes. Through the integrated Learning system, all learning and development activities including custom and off-the-shelf Web-based training, workshops, industry resources, and other materials are linked to the skills and abilities or certification programs that are required for success.

Michelle Perkins & Associates Inc.

Email: info@mpaconsulting.com
Website: www.mpaconsulting.com

Innovative learning solutions and communications strategies for corporations, financial institutions and investors. Provides investment professionals with preferred pricing on financial education, technology training and distance learning.

Performance Solutions International

10 Cushing Court
Randolph, NJ 07869

Phone: (973) 895-6061
Email: info@goto-psi.com
Website: www.goto-psi.com

Performance Solutions International (PSI) provides world-class training, marketing support and research solutions to improve your performance in the financial services industry. For Financial Services Institutions, PSI enhances the industry and business knowledge of your professionals For Professional Services Firms, PSI expands the strategic knowledge and value your consultants provide to their clients For Information Communications and Technology Providers, PSI improves your sales results to the financial services industry.

Phasient Learning Technologies

1530 South Duff Ave., Suite 2
Ames, IA 50010

Phone: (877) 430-3821
Email: info@phasient.com
Website: www.phasient.com

Through Phasient, financial services institutions quickly bring sales teams, brokers, and operational teams up to speed on new and existing financial products via online training; delivering key information to help employees become more productive. Phasient’s unmatched experience in developing sales readiness training and knowledge of financial products ensures that your life, retirement, employee benefit, property and casualty, liability, and investment products are clearly understood and consistently and effectively represented.


Phone: (877) 755-7522 ext. 1
Email: contact@scholarlab.com
Website: http://scholarlab.com/

ScholarLab is one of North America’s leading developers of online learning, conferencing and communication solutions for organizations of all types and sizes. ScholarLab’s market-proven platform enables clients across a bright spectrum of industries (including healthcare, legal, real estate, finance, and more) to deliver superior and highly profitable online education programs that walk in stride with the needs of today’s learners and the capabilities of our digital and mobile-centric world.

ScholarLab’s Adaptable Learning Desktop (ALD) is a patent-pending, mobile friendly platform that instantly snaps together online multimedia, collaborative e-learning authoring, and real-time communications applications and is accessed by almost a million learners in 50+ countries.

Selbst Group

175 Main Street
White Plains, NY 10601

Phone: (914) 946-3480
Email: info@selbstgroup.com
Website: www.selbstgroup.com

The Selbst Group Inc. is an international consulting organization dedicated to developing and delivering performance enhancement training programs for the financial services industry. Our timely and proven programs include but are not limited to sales, sales management, business development, relationship management, marketing support and product knowledge.


807 Las Cimas Parkway, Suite 300
Austin, TX 78746
Phone: (800) 456-2340
Email: info.sis@thomsonmedia.com
Website: www.sheshunoff.com

Sheshunoff Information Services, a division of Thomson Media, has been the number one name in “how-to” publications for financial institution professionals for over 30 years. Today, Sheshunoff is also a leader in training courses and electronic work solutions for financial institutions.

Sum Total Systems

2444 Charleston Road
Mountain View, CA 94043 USA

Phone: (866) 768-6825
Email: info@sumtotalsystems.com
Website: www.sumtotalsystems.com

SumTotal’s suite of solutions is helping many of the largest financial services companies improve business performance by increasing the productivity and effectiveness of individuals and aligning them with the goals and objectives of the corporation. Our web-based platform delivers on-demand knowledge, events, collaboration and mentoring to field agents, brokers, claims representatives and customer service representatives – regardless of location. SumTotal’s suite can assess employees against job and compliance requirements, identify gaps and deliver targeted knowledge to meet legal and business needs, while mapping that performance back to business objectives. Companies are able to quickly develop and retain their employees and boost their selling potential while reducing their time away from the job.


P.O. Box 1768
Englewood Cliffs, NJ 07632

Phone: (800) 727-6677 ext. 63738
Email: info@worknowledge.com
Website: www.worknowledge.com

Worknowledge understands your complex learning needs. We’ve consulted with over 40 financial institutions to develop a comprehensive learning offering specifically designed for your industry. Our team of experts in financial services, training and organizational development know exactly how to deliver the right learning solution to help your business thrive.