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Anti-Money Laundering Update - August 2023

Cambridge has announced that they will NOT be offering an AML training course this year

Per Cambridge: This year, Anti Money Laundering (AML), is not part of the Firm Element of CE. Some FPs would request a print out of the AML course certificate and use that training for other professional certifications and Insurance. For this year, FPs needing this AML Training will need to find an approved CE Course outside Cambridge. This year Cambridge’s coverage of this topic is embedded in the FINRA CE and in our ACM, but is not specific enough to qualify for credit on its own for Insurance and other designation CE.


We have found other AML course options for you!


Through collaboration with CreativeOne, and our own Duncan Advisor Resources BGA, we are able to offer our financial professionals FREE AML training.


Option 1: By writing an insurance policy through our BGA, we are able to assign you a free AML course through LIMRA, which is accepted by most carriers.


Option 2: By clicking their logo below, you will be taken to the SuranceBay website to complete a free AML course, which is accepted by select carriers.


Not sure which option is best for you? You can also check with your preferred insurance carrier for additional resources, or reach out to our BGA or CreativeOne.

Be sure to join us for our weekly branch call next Wednesday for more details!

Need help with life insurance or annuities?

Contact our BGA: 800.517.9901


Contact CreativeOne: 913.402.7719


Catherine "CJ" Lavoie

Compliance Specialist

Duncan Advisor Resources

311 Main Street

Irwin, PA 15642

T 724-279-4046

www.duncanar.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Duncan Advisor Resources and Cambridge are not affiliated.

The information contained in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.


DUNCAN ADVISOR RESOURCES | 311 Main Street Irwin, PA 15642

www.duncanar.com


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