FIRM ELEMENT TRAINING: CAPABILITIES

RegEd is the leading provider of Firm Element training, delivering more than one million CE courses and insurance certificates on an annual basis. Using RegEd technology, clients can evaluate their own training needs and develop a comprehensive response and Firm Element program that fulfills the requirement under FINRA Rule 1250 Continuing Education.

Diverse Course Library

Addresses current industry and compliance topics, with select courses fulfilling insurance CE requirements.

Streamlined UX

Easily complete all assigned annual training requirements using a single, user-friendly interface.

Rich Course Content

Reinforces representatives’ knowledge and comprehension through real-world case studies and rich graphical content.

Enhanced Tracking

Monitor, track and report on each representative’s fulfillment progress and completion status.

Automated Reminders

Confirm that CE fulfillment is within specified windows through automated program email reminders.

Customizable Program

Customize course material to meet firm-specific requirements.

With the most comprehensive course library available, RegEd is able to fully tailor the annual Firm Element program to meet the exacting training needs of the firm’s registered representatives. RegEd’s library provides clients with hundreds of courses approved for various professional designation requirements including CPE, PRP, IWI, CFFP, CPCU and CFP.

FIRM ELEMENT TRAINING: RELATED RESOURCES

Content covering the latest news and best practices for education and training, from industry and RegEd subject matter experts.

WEBINAR: New Developments Related to Mandated Industry Training

This webinar provides an update on the current training and continuing education landscape impacting the training programs of insurers, broker-dealers and investment advisers.

WEBINAR: State-Mandated Training Developments and State Pandemic Relief Updates

Brandi Brown, SVP of Regulatory Affairs at RegEd, shares insight into the state-mandated training developments and state pandemic relief updates.

ARTICLE: 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. (CFP Board).

WEBINAR: Insurance Regulatory & Licensing Update: NIPR, NAIC & IRI

Hear from representatives of NIPR, NAIC, and IRI on important updates related to current and planned initiatives impacting the industry.

FIRM ELEMENT TRAINING: RELATED SOLUTIONS

Complementary solutions to power your compliance and credentialing program – all on a unified enterprise platform.

ANTI-MONEY LAUNDERING TRAINING

RegEd’s Anti-Money Laundering (AML) Program enables producers to fulfill AML training requirements and then share those results with all participating carriers.

ANNUAL COMPLIANCE MEETING ON-DEMAND

RegEd’s Annual Compliance Meeting On-Demand (ACMOD) solution is designed to meet FINRA requirements and offers a variety of topics that can be combined to create a compelling, relevant and compliant Annual Compliance Meeting.

ANNUITIES TRAINING OVERVIEW

RegEd’s Annuities Training Platform (ATP) is the industry-wide solution that enables producers to complete the required state suitability and carrier-specific product training on one shared platform.

INVESTMENT ADVISER REPRESENTATIVE CE (IAR CE)

RegEd is an approved provider of Investment Adviser Representative Continuing Education (IAR CE) courses for registered IARs of state-registered and federally covered investment advisers subject to the NASAA model rule.

CONTACT US

Schedule a personalized consultation with our solution and subject matter experts. We’ll provide an overview of how RegEd’s enterprise platform enables our clients to improve efficiency, effectiveness and transparency across the enterprise.

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RegEd’s NEW self-service education platform!

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