AC Educate

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Get the Right Information to the Right People at the Right Time.
 

With AC Educate, you can access CFM's audience-appropriate compliance content. Our courses align compliance concerns and topics, product, and sales practice issues. These courses can be used off-the-shelf or they can be tailored to include specific information regarding your organization.
 
Robust functionality provides for easy course administration, such as review and monitoring, reporting and updates.
 
Supplementing our online-training content with your own courses, PowerPoint presentations, or links to third-party licensed courses can further make training more meaningful and engaging.
 
Available Libraries
Financial Services
General Corporate
Higher Education

Features

  1. AUDIENCE APPROPRIATE
    AUDIENCE APPROPRIATE
    0
    Get the right course to the right users with simple audience assignments.
  2. EASILY TAILORED
    EASILY TAILORED
    1
    Easily tailor standard CFM courses with your content and links to your policies and procedures.
  3. ROBUST REPORTING
    ROBUST REPORTING
    2
    Standard reports let you know when training programs are complete and to check in on the progress of individual users.
General Corporate Library
  • Anti-Money Laundering
  • Anti-Bribery
  • Insider Trading
  • Conflicts of Interest
  • Communicating with Colleagues
  • Gifts and Entertainment
  • Cybersecurity Awareness
  • Privacy
  • Code of Conduct
  • Use of Social Media
 
​​Higher Education Library
  • ​Academic Misconduct
  • Code of Conduct
  • Communicating with Colleagues
  • Concussion Awareness
  • Hazing
  • Safety Protocols
  • Sexual Misconduct
  • Use of Social Media
 

Financial Services Libraries and Programs

Course Libraries
  • Alternative Investments
  • Asset Management Compliance
  • Annuities
  • Complex Products
  • Compliance
  • FINRA CE
  • Global Enterprise Compliance
  • Institutional Compliance
  • Supervision
  • Wealth Management and Advisory
 
Education Programs