AI Insight Expands Online Broker Dealer Advisor Education Platform

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AI Insight, a leading alternative investment industry training and education services firm, has added managed futures and hedge fund education modules to its online advisor training platform.

The Alternative Investment Industry's most trusted source for prospectus-based product training

“One of the strengths of our education capabilities is helping broker dealers expand into new product categories with confidence."

AI Insight, the Alternative Investment industry’s most trusted source for prospectus-based product training, is excited to announce that its online advisor training platform now includes managed futures and hedge funds.

With AI Insight, broker dealers can now provide advisors the same prospectus-based education for managed futures and hedge funds that is available for other complex products such as real estate, energy, and business development corporations.

“One of the strengths of our education capabilities is helping broker dealers expand into new product categories with confidence,” said Sherri Cooke, AI Insight’s founder and chief executive officer. “By streamlining testing tools and compliance tracking, we ensure that subscribing broker dealers can easily meet stringent education requirements for a wide range of investment sectors. We will continue to upgrade our platform to include additional product types to meet the growing needs of our subscriber base.”

For managed futures and hedge fund sponsors, a subscription to AI Insight provides the ability to proactively meet the education requirements broker dealers demand.

“Altegris has been at the forefront of educating advisors on the role alternatives play in diversified portfolios,” said Dick Pfister, CAIA, Excecutive Vice President of Altegris. “We strongly support AI’s commitment to empowering advisors with the knowledge they need to grow their practices by bringing innovative investment strategies to their clients.”

Product sponsors can contact AI Insight directly to discuss how they can utilize our education and communications platform to expand their selling groups. In addition, we offer a referral credit for broker dealers recommending new sponsor subscribers.

About AI Insight
AI Insight provides Alternative Investment industry insight and prospectus-based program education to broker dealers and their financial advisors through a secure and easy-to-navigate web-based platform. Through AI Insight, broker dealers and product sponsors are assured of an efficient process for introducing and monitoring new offerings within the Alternative Investment arena — all founded through regulatory-based directives. AI Insight’s current database includes 75+ broker dealers housing anywhere from 15 advisors to 6,000 and 75+ subscribing Alternative Investment product sponsors. More information can be found by visiting

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Jennifer Simon
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