CE PROGRAM MANAGEMENT: CAPABILITIES

RegEd’s CE Program Management can simplify and streamline live CE program maintenance while ensuring compliance with all state DOI regulatory requirements.

Track Course Completion

Easily track class attendance and receive notifications and issue electronic certificates to agents upon course completion.

Robust Search Capabilities

Readily identify specific approval and event details. Access individual instructor and master calendar views of upcoming events.

Rich Course Content

Build producer product knowledge and sales effectiveness using tailored course / event content and typical client sales scenarios (e.g. asset growth, living benefits, death benefits, etc.).

Private Labeling

Establish unique and differential value that attracts producers to the firm’s private labeled Virtual University and course voucher program. Leveraging RegEd’s providership, firms can offer their own self-study courses.

Leverage RegEd Resources

Outsource administration of providership, course, instructor approvals, renewals and customer service requests from producers. Depend on RegEd to manage state relationships, regulatory change and respond to state inquiries. RegEd also provides custom content services.

Cost Efficiency

Dual purpose the firm’s training program for Insurance CE credit. Reduce Marketing / CE Event program costs.

The combination of RegEd’s expert staff and RegEd’s CourseTrax technology ensures that the entire process is seamlessly managed, end to end, while ensuring compliance with all state regulatory requirements.

CE PROGRAM MANAGEMENT: 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.

NEWS: RegEd Approved as Investment Adviser Representative Continuing Education (IAR CE) Provider

RegEd has been approved to offer Investment Adviser Representative Continuing Education (IAR CE) courses for registered IARs subject to the North American Securities Administrators Association’s Investment Adviser Representative Continuing Education Model Rule.

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.

CE PROGRAM MANAGEMENT: 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.

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.

CE CENTRAL

RegEd’s CE Central solution simplifies the management of producer compliance with state CE requirements.

FIRM ELEMENT TRAINING

RegEd is the leading provider of Firm Element training, delivering more than one million CE courses and insurance certificates on an annual basis.

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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