With nearly 50 years of experience, A.D. Banker shares actionable steps to create upward mobility
OVERLAND PARK, KS / ACCESS Newswire / December 16, 2025 / A.D. Banker, an online education company serving pre-licensing, continuing education, and exam prep for insurance and securities professionals, has gathered end-of-year tips to help finance professionals accelerate their careers. Many rely on A.D. Banker to stay up to date with industry news and regulatory compliance – but now they are looking beyond compliance for ways to stand out and gain a competitive edge.
As 2025 closes, finance professionals face fluctuating markets, accelerated regulation, and evolving employer expectations. A.D. Banker’s nearly 50 years of industry insight reveal a consistent truth: professionals who invest in early and continuous licensing advance faster, adapt more easily to emerging trends, and stay in higher demand among firms navigating talent shortages.
“To accelerate finance careers, I’ve gathered tips that are tried-and-true,” said Kimberly Flewelling, National Securities Expert at A.D. Banker.
Tip 1: Invest Early in Licensing and Continuous Learning
“Take every opportunity to learn, get additional licensing, and pursue a financial designation to provide expertise and boost your credibility,” Flewelling said.
Early education creates long-term momentum for career growth, so professionals who prioritize licensing early are better positioned to adapt to regulatory change, emerging technologies, and evolving client expectations.
Tip 2: Use Designations to Build Credibility and Increase Earning Potential
“The earlier in your career you can acquire designations, the better,” Flewelling explained. “They add value to your personal knowledge base as well as your resume, boosting your earning potential.”
Professional designations signal expertise beyond basic compliance. A.D. Banker emphasizes education that goes beyond checking a box, helping professionals build real-world knowledge firms value.
Tip 3: Don’t Delay – Time Becomes Scarcer as Careers Progress
“The longer you’re in the industry and working a book of business, the less free time you have,” Flewelling noted. “Those goals get buried and become harder to achieve.”
As responsibilities grow, education often becomes harder to prioritize. Addressing licensing and designation goals early helps professionals maintain steady career momentum rather than playing catch-up later.
Tip 4: Cross-Licensing Creates Opportunity in a Competitive Talent Market
“With the financial services workplace facing talent shortages, individuals who pursue added designations and cross-licensing will stand out,” Flewelling said.
Multi-licensed professionals are increasingly attractive to employers. Cross-licensing can unlock higher income potential and greater mobility within a firm or across organizations.
Tip 5: Think Ahead to Future-Proof Your Career
“You must future-proof your career and think ahead to gain success now, as well as throughout your career lifecycle,” Flewelling said.
Long-term success depends on proactive planning. A.D. Banker continues to support both new entrants and seasoned professionals with education designed to keep them competitive, confident, and promotion-ready.
To learn more about A.D. Banker’s securities coursework, visit [link], or businesses can request a demo to see how A.D. Banker for Business simplifies onboarding, compliance tracking, and reporting.
About A.D. Banker
For over 46 years, students have turned to A.D. Banker & Company for the knowledge they need to pass insurance and FINRA licensing exams, and continue their insurance education. The high-quality learning design produces outstanding results, and our knowledgeable customer care team provides friendly, responsive support to make the roads to licensing and career advancement easier. Learn more at ADBanker.com. A.D. Banker is part of the Career Certified family of educators. Learn more at CareerCertified.com.
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SOURCE: A.D. Banker
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