Alternative Investments Distributors
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Educational Platform

PPB Advisors, LLC is committed to providing a comprehensive educational platform for financial intermediaries.

The PPB educational platform delivers educational modules that address pertinent issues facing today's financial planning community. PPB Advisors, LLC will provide these educational solutions to benefit a range of financial service intermediaries including: Registered Investment Advisors (RIAs), retail brokers of national and regional brokerage firms, private and retail banks, independent broker dealers (IBDs), and plan administrators and sponsors of small pension funds, endowments and foundations.

The educational curriculum was created to provide financial intermediaries with the tools and knowledge to create modern asset allocation strategies, giving their clients the advantages they require to create and sustain increased wealth.

Integrating alternative investments into a wealth management practice can be a powerful differentiator allowing financial intermediaries to attract and retain larger pools of assets.

PPB Advisors, LLC is registered with the following professional associations. All courses offered through PPB's educational platform have been reviewed and meet continuing education standards.

  • The Certified Financial Planner Board of Standards (CFP)
  • The American College for Chartered Financial Consultants and
    Chartered Life Underwriters     (PACE - ChFC/CLU)
  • The Investment Management Consultant Association for Certified
    Investment Management Analysts and Certified Investment Management Consultants     (IMCA - CIMA/CIMC)
  • The National Association of State Boards of Accountancy for Certified
    Public Accountants     (NASBA - CPE)
  • Pennsylvania Continuing Legal Education (PACLE)
  • The PPB Advisors’ educational platform is designed to meet the CE
    requirements of the American Society of Pension Professionals &
    Actuaries     (ASPPA) CE Program

PPB Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.org.

 

 

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