We know your business. We understand the financial services regulatory environment and how to integrate compliance analysis into a consistent training program. Our clients depend on us to help them meet their training and oversight challenges. Our custom systems promote the professional development of investment representatives, while simplifying compliance tracking and reporting.

Financial service organizations need to meet the highest regulatory standards. We will help your organization keep up with the latest in federal regulations, while also meeting your own internal performance standards. CFM Partners keeps your sales force up-to-date on new regulations and any changes to your existing policies and procedures.

Creating an audit trail of compliance and training activities is a crucial component of your risk management plan.
CFM Partners created the CFM Network to enable financial institutions to track and monitor the use of compliance materials and the delivery and receipt of important updates. Your management team will have access to reports that demonstrate your sales team’s progress.

Promote a well-trained sales force on a global scale.
CFM Partners offers a range of service delivery options—determined by your needs—that help our clients create efficiencies and reduce lost selling time. Our training courses are available via your own portal on the CFM Network—giving you the power of interactive training without the classroom instruction costs. We also offer training courses as self-study workbooks and/or trainer-facilitated workshops.

We invite you to find out more about our risk management solutions. Please visit our training, compliance, and CFM Network pages for details.

For further information about CFM or to receive a demonstration, please contact us at info@cfmpartners.com or 202-364-2380.