Financial Experts Network

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.

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

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

• Continuing education finance
• Financial professional webinars
• CFP CE programs
• IAR CE credits
• Self-study CE courses

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. Self-Study Course Fees: On-demand CE-eligible self-study programs with associated quiz fees for continuing education credit completion.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Bison Mountain Financial CEcoreChannel Partner/ Reseller/ DistributorExclusive 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 BoardcoreOthersFinancial 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)coreOthersFinancial 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)minorOthersNASBA-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)minorOthersIRS-approved provider of CE for Enrolled Agents. FEN offers programs helping Enrolled Agents maintain their credentials through approved continuing education.
• The American CollegeminorOthersCFP 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

Others

• 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

• Facebookfacebook.com/finexpertsnet
• LinkedInlinkedin.com/company/financial-experts-network

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Financial Experts Network