A.D. Banker & Company

What A.D. Banker & Company does

A.D. Banker & Company is a U.S. professional training firm founded in 1984 and headquartered in Overland Park, Kansas, that delivers prelicensing and continuing education for insurance and securities professionals. The company serves two primary individual segments: aspiring and licensed insurance producers pursuing state licenses (Life, Health, Property & Casualty, Personal Lines, Adjuster) and securities professionals preparing for FINRA exams (SIE, Series 6, 7, 24, 52, 63, 65, 66). It also serves enterprise buyers — insurance agencies, broker-dealers, and registered investment adviser firms — through the A.D. Banker for Business platform with bulk enrollment, CE tracking, and dedicated account management. Curriculum is delivered via a cloud-based learning management system supporting live classroom, online on-demand, webinar, web class, and self-study formats across all 50 states plus Washington D.C.

The core product suite comprises insurance and securities prelicensing courses, state-approved insurance CE, a NASAA-approved IAR continuing education platform with automated compliance reporting, securities CE/Firm Element training, and certification courses (Anti-Money Laundering, Long Term Care, Flood, Ethics, Annuity). Learning tools — online practice exams, flashcards, study manuals, and an AI-powered text-based study assistant for chapter navigation and Q&A — reinforce the core curriculum. A.D. Banker & Company, LLC is a wholly owned subsidiary of Career Certified, LLC, a holding company that also owns The CE Shop, Mbition, American Home Inspectors Training, Amber Book, AnalystPrep, Exam Pros, and All Star Training, providing shared scale across a portfolio of regulated professional education brands.

Revenue derives from a mix of one-time course purchases (60- or 90-day access windows with optional paid extensions), annual unlimited-state CE subscriptions, six-month web class subscriptions, and subscription-based enterprise licensing solutions. Go-to-market is hybrid: product-led self-serve for individuals via learn.adbanker.com with a 5-day free trial and no credit card requirement, inside sales via a national phone line, and enterprise field sales with dedicated account managers. Marketing is anchored on content/SEO around state-specific licensing requirements, free trial conversion, and email/SMS nurturing, with limited paid acquisition evidence disclosed.

Name

A.D. Banker & Company

Legal name

A.D. Banker & Company, LLC

Website

https://adbanker.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

A.D. Banker & Company is a U.S. professional training firm (founded 1984, Overland Park, KS) that delivers prelicensing and continuing education for insurance and securities professionals across all 50 states and D.C. via cloud-based online, webinar, live classroom, and self-study formats.

Ownership category

akta.pro rank

Product category

Professional Licensing Education

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

akta.pro primary industry

Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE) (EDANAIAJ)

akta.pro secondary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

Keywords

• Insurance prelicensing education
• Securities licensing training
• Continuing education courses
• Investment adviser CE
• FINRA exam preparation

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Individual Course Purchases: One-time purchase model for prelicensing and continuing education courses. Insurance prelicensing courses provide 60 days access from purchase; Securities courses provide 90 days access. Course extensions available at additional cost.
2. CE Subscription: Yearly subscription model providing unlimited access to all CE online courses for a single state. Students can complete multiple courses within their subscription period.
3. Web Class Subscription: Six-month subscription access to web classes from date of purchase for prelicensing students.
4. Learning Tools: Online practice exams, flashcards, and study materials available for separate purchase with extension options.
5. Business/Enterprise Solutions: Corporate licensing solutions including bulk enrollment, landing pages, custom packages, and dedicated account management for employer groups and agencies.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

A.D. Banker & Company provides prelicensing and continuing education courses preparing candidates for state insurance licensing exams and FINRA securities licensing exams. Courses cover Life & Health, Property & Casualty, Personal Lines, Adjuster, and Navigator insurance tracks, along with SIE and Series 6, 7, 24, 52, 63, 65, and 66 securities exams. The company delivers content via a proprietary cloud-based Learning Management System through self-study, online on-demand, live classroom, webinar, and web class formats, and supplements individual offerings with an enterprise platform (A.D. Banker for Business) for bulk licensing management and compliance tracking.

Product overview

A.D. Banker & Company operates as a unified learning management platform providing licensing and continuing education for insurance and securities professionals. The core portfolio includes Insurance Prelicensing (Life, Health, Property & Casualty, Personal Lines, Adjuster, Navigator), Securities Prelicensing (SIE, Series 6, 7, 24, 52, 63, 65, 66), Insurance CE, IAR CE (NASAA-approved), Securities CE/Firm Element, and Certification Training (Anti-Money Laundering, Long Term Care, Flood, Ethics, Annuity). Courses are delivered through multiple formats: Self-Study, Online, Live Classroom, Webinar, and Web Class. The A.D. Banker for Business platform adds enterprise features including rapid enrollment, student tracking, CE tracking, custom packages, landing pages, and CE vouchers. Learning Tools (flashcards, study manuals, practice exams) support the core educational offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Prelicensing Online, live, and self-study prelicensing courses preparing individuals to pass state insurance licensing exams on first attempt across Life, Health, Property & Casualty, Personal Lines, Adjuster, and Navigator license tracks.
• Securities Prelicensing FINRA exam preparation courses starting with the Securities Industry Essentials (SIE) exam and progressing through Series 6, 7, 24, 52, 63, 65, and 66 top-off examinations for aspiring financial professionals.
• Insurance Continuing Education State-approved continuing education courses helping licensed insurance producers meet renewal requirements, covering Life & Health, Property & Casualty, Long Term Care, CFP Ethics, Flood, Ethics, Adjuster, Annuity, Anti-Money Laundering, and Pet Insurance.
• Investment Adviser Representative (IAR) Continuing Education NASAA-approved continuing education platform for registered investment adviser representatives, delivering interactive courses with automated tracking and reporting for audit defensibility and compliance management.
• Securities CE (Firm Element) Continuing education for securities professionals, including Firm Element training required for broker-dealer representatives and their firms.
• Certification Training Courses Required certification courses covering Anti-Money Laundering, Long Term Care, Flood Insurance, Ethics, and Annuity Suitability for insurance and securities professionals.
• A.D. Banker for Business Enterprise licensing management platform offering rapid enrollment, student tracking, CE tracking, custom packages, landing pages, CE vouchers, and dedicated account management for organizations training multiple employees.

Quantifiable outcome

• Pass licensing exams on first attempt with exam-specific curriculum and practice exams
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

One partnership is on record.

• Career Certified LLCcoreOthersA.D. Banker & Company LLC is a wholly owned subsidiary of Career Certified LLC, which also owns The CE Shop LLC, Mbition LLC (d/b/a Stringham Schools and American Home Inspectors Training), and other education companies.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Kaplan Financial Education: A leading provider of licensing exam prep and continuing education for insurance, securities (FINRA), and other financial services professionals. Direct competitor in the same prelicensing and CE categories, with similar multi-format delivery and a strong national footprint.
• ExamFX: Specializes in online prelicensing and continuing education for insurance, securities, and financial services professionals. Closely comparable to A.D. Banker in product scope (insurance and FINRA exam prep), digital-first delivery, and target customer base.
• Securities Training Corporation (STC): Provides FINRA securities licensing exam prep (SIE, Series 6, 7, 24, 63, 65, 66) and continuing education. Direct overlap with A.D. Banker's securities prelicensing portfolio and similar institutional training delivery.
• The CE Shop: Sister company under Career Certified, LLC offering insurance, real estate, and mortgage continuing education. Direct peer in CE delivery, but the parent-company relationship creates potential cannibalization risk for A.D. Banker.

Broad incumbents

• Mbition (Stringham Schools): Another Career Certified subsidiary focused on real estate prelicensing and CE. Operates in adjacent licensing verticals within the same parent portfolio, sharing infrastructure and customer overlap with insurance and securities license holders.
• College for Financial Planning (a Kaplan company): Offers CFP, financial planning, and securities licensing education. Overlaps with A.D. Banker's IAR CE and securities prelicensing categories, operating as part of a much larger parent (Kaplan).

Emerging players

• Real Estate Express: Online prelicensing and CE for real estate professionals. Comparable business model and delivery format to A.D. Banker, but focused on a different licensing vertical that often shares the same SMB/individual customer persona.
• CPMI Professional Education: Provides licensing exam prep courses for insurance and securities professionals with live classroom and online delivery. Comparable in product scope, though more concentrated in the Northeastern US.
• Knopman Marks Financial Training: Specializes in FINRA securities licensing exam prep (Series 7, 24, 6, 63, 65, 66) with live and on-demand formats. Directly comparable to A.D. Banker's securities prelicensing line and targets a similar institutional customer base.

Others

• Dalbar Compliance: Provides compliance and operations training for financial services firms, including FINRA Firm Element and regulatory training. Adjacent to A.D. Banker's enterprise securities CE offering rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/adbanker
• Facebookon.fb.me/1dXggY3
• LinkedInlinkedin.com/company/adbanker

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about A.D. Banker & Company