CFP Board CE Quality PartnerRobust Technology and Content Power the Firm’s Compliance Program

RegEd is the leading provider of Compliance Education, Product Training and Annual Compliance Programs to the financial services industry. Each year RegEd delivers more than one million CE courses and insurance certificates. RegEd pioneered the industry-leading Annuities Training Platform, and, in partnership with the Insured Retirement Institute (IRI), delivers product training and state suitability courses to close to 200,000 producers representing more than 80% of annuities carriers.


Annual Compliance Meeting On-Demand

Create an Annual Compliance Meeting designed to meet FINRA requirements.

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Annuities Training Overview

Complete required state suitability and carrier-specific product training on one shared platform.

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Insurance CE

Gain timely training based upon firm and state requirements.

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CE Central

Simplify producer compliance with state CE requirements.

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CE Program Management

Simplify and streamline live CE program maintenance.

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Firm Element Training

The industry’s leading provider of Firm Element training.

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Education SolutionsKey Capabilities and Benefits

RegEd’s learning management technology simplifies course enrollment and provides access to timely course materials.

Advanced tracking capabilities

Provide a view associated to an individual, while ensuring that all producers are kept up-to-date on regulatory requirements that must be fulfilled.

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

Courses are approved to meeting state continuing education requirements and fulfill professional designation requirements including CFP, CPCU, CPE, IWI and PACE.

Related News

Read about the latest trends, hot topics, and developments affecting compliance management.

RegEd Named CE Quality Partner by CFP Board

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RegEd has been named a “CFP Board CE Quality Partner” after successfully meeting criteria established by Certified Financial Planner Board of Standards Inc.

Related Resources

Access thought leadership content to learn more about education and training best practices, RegEd solutions and more.
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