Financial Experts Network
Financial Experts Network is a subscription-based educational platform, founded in 2008, that delivers live webinars, on-demand CE-eligible self-study programs, and masterclasses to CFPs, IARs, CPAs, and other financial professionals seeking continuing education credits.
- Company typePrivate
- Founded2008
- HeadquartersPittsburgh, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Financial Experts Network does
Financial Experts Network is a privately held subscription-based educational technology platform founded in 2008 by Tom Dickson and headquartered in Oakmont, Pennsylvania. The company delivers continuing education (CE) content to regulated financial professionals — primarily Certified Financial Planners (CFPs) and Investment Adviser Representatives (IARs), with secondary reach into CPAs, Enrolled Agents, and holders of CLU, ChFC, RICP, and CDFA designations — through a web-based webinar and on-demand course platform. Core products include 120+ live webinars per year featuring 100+ different subject matter experts, 50+ CE-eligible self-study programs (72 total courses across credit types), and premium multi-session Masterclasses covering Medicare, Tax Planning, Estate Planning, Retirement Accounts, and Equity Compensation. Underlying technology comprises a live webinar delivery system, on-demand self-study courseware with quiz-based assessment, and automated CE credit submission to regulatory bodies including the CFP Board and NASAA, supplemented by social-login SSO via Google and LinkedIn.
The platform operates on a recurring subscription model with Pro Monthly at $19/month and Pro Annual at $199/year, supplemented by pass-through CE credit processing fees ($2 per CFP credit, $5 per FINRA/IRS credit) and tiered self-study fees ($5 Standard, $10 Premium, $15 Premium Plus per credit). Revenue mechanics also include an exclusive channel partnership with Bison Mountain Financial CE for State Insurance CE distribution at a 10% member discount. Marketing is content-led: the live webinars serve simultaneously as product and demand-generation, supplemented by SEO, email newsletters, and a Knowledge Center of white papers and blog posts. The company is approved as a CE sponsor by the CFP Board, NASAA, NASBA, and IRS — approvals that constitute the core regulatory moat enabling the platform to monetize professional compliance demand.
Financial Experts Network firmographics
Firmographics- Name
- Financial Experts Network
- Legal name
- Financial Experts Network
- Website
- https://financialexpertsnetwork.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Financial Experts Network is a subscription-based educational platform, founded in 2008, that delivers live webinars, on-demand CE-eligible self-study programs, and masterclasses to CFPs, IARs, CPAs, and other financial professionals seeking continuing education credits.
- Ownership category
- akta.pro rank
Financial Experts Network industry classification
Industry- Product category
- Financial Professional Continuing Education
- NAICS
- Educational Support Services (61171)
- akta.pro primary industry
- Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
Keywords
Where Financial Experts Network is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Experts Network business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Subscription Memberships: Monthly Pro subscription at $19/month or Annual subscription at $199/year providing access to 100+ live CE programs annually, 50+ on-demand CE-eligible programs, webinar transcripts, and study guides.
- CE Credit Processing Fees: Pass-through fees charged for processing CE credits: $2 per CFP CE credit, $5 per FINRA/IRS CE credit. Self-study fees: Standard $5/credit, Premium $10/credit, Premium Plus $15/credit.
- Self-Study Course Fees: On-demand CE-eligible self-study programs with associated quiz fees for continuing education credit completion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Pro Monthly - Access to 100+ live CE programs and 50+ on-demand programs |
| Subscription | Annual | Annual Pro - Full access with annual billing |
| Unit Pricing | Pay-as-you-go | Live Webinar CE Processing Fees |
| Unit Pricing | Pay-as-you-go | Standard Self-Study CE |
| Unit Pricing | Pay-as-you-go | Premium Self-Study CE |
| Unit Pricing | Pay-as-you-go | Premium Plus Self-Study CE |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Financial Experts Network product offering
Product offeringCore offering
Financial Experts Network operates a subscription-based continuing education platform for financial professionals, delivering weekly live webinars (120+ per year) featuring 100+ subject matter experts and 50+ on-demand CE-eligible self-study programs. Members access content through Pro Monthly ($19/mo) or Annual ($199/yr) memberships, with CE credits submitted directly to the CFP Board and NASAA for qualifying designations.
Product overview
Financial Experts Network is an educational technology platform delivering continuing education to financial professionals through a unified subscription model. The core offering consists of live webinars (100+ annually from 100+ subject matter experts), on-demand CE-eligible self-study programs (50+ courses), and premium multi-session Masterclasses (Medicare, Tax Planning, Estate Planning, Retirement Accounts, Equity Compensation). Subscribers access content through monthly ($19/mo) or annual ($199/yr) Pro Membership plans. The Knowledge Center and Pro Directory provide supplementary educational resources and professional networking tools.
Differentiator
Problem solved
Functional benefit
Products and services
- Live Webinars
- CE-Eligible Self-Study Programs
- Masterclasses
- Bison Mountain Financial CE Partnership
Quantifiable outcome
- 90% of surveyed listeners report learning something from Financial Experts webinars that helps them better serve clients
Companies that use Financial Experts Network
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles5 records
Financial Experts Network technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Financial Experts Network partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Bison Mountain Financial CEcoreExclusive partnership providing State Insurance CE courses with 10% discount for Financial Experts Network members using promo code FEN10. Bison Mountain Financial CE offers accredited continuing education courses for insurance professionals, with FEN members receiving preferential pricing through the partnership.
- CFP BoardcoreFinancial Experts is a CFP Board-approved sponsor of Continuing Education credits for CFP professionals. All approved programs are accepted by the American College, enabling financial advisors to maintain their CFP certification through FEN's live webinars and self-study programs.
- NASAA (North American Securities Administrators Association)coreFinancial Experts is an NASAA approved provider of CE for Investment Adviser Representatives (IARs). FEN submits CE credits directly to NASAA on behalf of IAR subscribers.
- NASBA (National Association of State Boards of Accountancy)minorNASBA-approved provider of CPE credits for CPAs. FEN provides certificates of attendance that CPAs use to self-report their CPE credits.
- IRS (Internal Revenue Service)minorIRS-approved provider of CE for Enrolled Agents. FEN offers programs helping Enrolled Agents maintain their credentials through approved continuing education.
- The American CollegeminorCFP Board-approved FEN programs are accepted by The American College for designation holders (CLU, ChFC, RICP, CDFA). FEN provides certificates of completion for self-reporting to The American College.
Scale indicators9 records
Recent moves2 records
Expansion highlights6 records
Financial Experts Network competitors and assessment
Company assessmentOthers
- LPL Financial: Large US broker-dealer and RIA platform that offers in-house CE and advisor development. Relevant as a potential enterprise customer channel and as a competitor for advisor mindshare on CE training.
- CFP Board: Regulatory body that approves CE sponsors like FEN and publishes its own Journal of Financial Planning CE. Could be partner or competitive force in CE programming for CFP designees.
- American College of Financial Services: Designation-granting institution (CLU, ChFC, RICP, CAP) whose CE-acceptance rules create an ecosystem dependency for FEN. Comparable in designee-segment reach and authoritative standing for designation holders.
Direct peers
- Ed Slott and Company: Specialist IRA/retirement tax CE provider running live webinars and self-study programs for financial advisors. Directly comparable in product format (live + on-demand CE), target audience (CFP/IAR designees), and pricing/credit-processing model.
- Horsesmouth: Subscription-based content and practice-management resource for financial advisors. Operates a similar B2B subscription model serving the same professional advisor persona, with content covering practice management and CE-adjacent topics.
- Surgent CPE: CPE/CE self-study and live webinar provider for accounting and financial professionals, with NASBA-approved program status. Comparable regulatory sponsor model, self-study course delivery, and CE credit processing infrastructure.
- Kitces.com: Research, education and membership platform serving financial planners and advisors. Comparable content-led subscription economics and overlapping audience of fee-only and CFP professionals.
Broad incumbents
- Wolters Kluwer Tax & Accounting: Large incumbent provider of tax, accounting and regulatory professional content and CPE/CE. Comparable in regulatory/CE product category and serves overlapping financial professional segments, but as part of a much wider portfolio.
- AICPA: Professional association for CPAs offering CPE via live events, self-study and on-demand programs. Overlap in CPA-targeted CPE, but FEN is a NASBA-approved provider and competes partly with AICPA's in-house CE for the same designee.
- Kaplan Financial Education: Established financial services licensing exam prep and CE provider serving entry-level to tenured professionals. Overlaps in CE delivery format and target designees, with broader licensing-prep focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Financial Experts Network social profiles
Digital presenceFinancial Experts Network compliance and trust
Trust signalCompliance6 records
Financial Experts Network financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Experts Network leadership team
Management profileNumber of profiles
Profiles1 record
Financial Experts Network funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Experts Network M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Experts Network
What does Financial Experts Network do?
Financial Experts Network operates a subscription-based continuing education platform for financial professionals, delivering weekly live webinars (120+ per year) featuring 100+ subject matter experts and 50+ on-demand CE-eligible self-study programs. Members access content through Pro Monthly ($19/mo) or Annual ($199/yr) memberships, with CE credits submitted directly to the CFP Board and NASAA for qualifying designations.
Is Financial Experts Network a public or private company?
Financial Experts Network is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Financial Experts Network founded?
Financial Experts Network was founded in 2008. It employs 11 to 50 people.
Where is Financial Experts Network based?
Financial Experts Network is headquartered in Pittsburgh, United States, in the North America region.
How does Financial Experts Network make money?
Three revenue lines are on record. Subscription Memberships are the primary driver. The others are CE Credit Processing Fees and self-Study Course Fees.
Who are Financial Experts Network's main competitors?
Others on record are LPL Financial, CFP Board and American College of Financial Services. Direct peers are Ed Slott and Company, Horsesmouth, Surgent CPE and Kitces.com. Broad incumbents are Wolters Kluwer Tax & Accounting, AICPA and Kaplan Financial Education.
Does Financial Experts Network have an API?
No public API is recorded for Financial Experts Network.
What industry is Financial Experts Network in?
Financial Experts Network's product category is Financial Professional Continuing Education. Its primary akta.pro industry code is EDAAALAJ, Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE). Its NAICS code is 61171.