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Investment Adviser Core Compliance Program

Gain the essential knowledge you need to manage a successful compliance program.

Begin your compliance education in the Investment Adviser Core program and start down a path to success. The Core program provides essential training on the Investment Advisers Act of 1940 and is a stepping stone to the IACCP Program and designation.

Review the Core program requirements.

Key features and benefits

  • Receive a foundational level of professional competence necessary to help ensure both routine and newly required procedures are consistently met
  • Learn to transform rules and regulations into meaningful compliance policies and procedures
  • Develop the skills and abilities necessary to build strong compliance programs and minimize risk
  • Complete courses online and/or attend in-person events
  • Earn continuing education requirements for attorneys, accountants/CPAs, certified financial planners and compliance professionals

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