Annual Compliance Meeting On-Demand
Create an Annual Compliance Meeting designed to meet FINRA requirements.
Annuities Training Overview
Complete required state suitability and carrier-specific product training on one shared platform.
Gain timely training based upon firm and state requirements.
Simplify producer compliance with state CE requirements.
CE Program Management
Simplify and streamline live CE program maintenance.
Firm Element Training
The industry’s leading provider of Firm Element training.
Advanced tracking capabilities
Interactive learning elements
A user-friendly interface and interactive learning elements allow employees to focus on the training material.
Custom content services
Custom, branded Virtual Universities and Voucher Programs designed to attract producers to the firm’s site, increasing their loyalty and reinforcing the firm’s marketing message.
Comprehensive course library
RegEd Course Spotlight: NY Reg 187RegEd, the leading provider of Compliance Education and Product Training solutions for the financial services industry, has announced a partnership with the Insured Retirement Institute (IRI) to deliver courses to help meet New York Regulation 187 requirements. RegEd offers two courses, 484_NY (a 5-hour course) and 485_NY (a 1-hour course), to inform producers of their obligation under New York Regulation 187 to act in the best interest of their clients when recommending annuities or life insurance transactions.
RegEd Named CE Quality Partner by CFP Board
RegEd has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc.
Case Study: 1st Global
Learn how 1st Global partnered with RegEd to drive a company-wide initiative to strengthen their compliance program through the introduction of advanced compliance and operations technology.
Schedule a personalized consultation with our solution and subject matter experts. We’ll provide an overview of how RegEd’s enterprise solutions enable our clients to improve efficiency, effectiveness and transparency across the enterprise.