Stay current with NASD required educational training. Depending on
your specific needs, we can personally guide you through the CE process;
provide you with a do-it-yourself program designed specifically to
meet the needs of your firm, or provide guidance on an "as needed"
Our CE program includes:
Needs Analysis: Conduct a needs analysis to determine areas of
Training Plan: Develop a written training plan to address those
Implementation: Properly implement training methods in accordance
with training plan
Documentation: Document training and implementation methods and
record all results
Evaluation: Evaluate results and track progress of training methods.
Re-Focus: Focus on continuing areas of improvement for a new needs
provide your firm with a CE program that is easy to implement and
document. For more information regarding our Continuing Education
program, please contact us at 818-386-6900.