Three Services

The CFM Network is a training and compliance technology solution that helps financial institutions to streamline the dissemination of knowledge, resulting in better training outcomes, lower costs, and a reduced risk of non-compliance.

The CFM Network™ provides three services:

Compliance Management

Training Delivery and Tracking

Administration

Compliance Management
The CFM Network will help you manage risk while increasing sales. Your compliance manuals are integrated right into the Network making new programs, policies, procedures, and marketing materials instantly available. Your nationwide sales staff gets the same information in the same way at the same time.

What does this mean for your organization?

Guaranteed consistency in the delivery of policies, messages, and training.

Immediate answers to compliance and regulatory issues.

Easy-to-follow audit trail and record of all training and compliance activities—including whether or not notices are read.

24-hour access to customized, reliable reports.

Training Delivery and Tracking
The CFM Network’s delivery system allows your staff to set their own pace, with different curriculum options and interactive testing exercises. They will also have access to a comprehensive financial glossary with links to source materials, outside resources, and product sites. And through optional scoring and tracking, your staff can demonstrate and document that they understand the materials. The Network offers your management teams up-to-the-minute reports on training efficiency, scoring, and completion.

What does this mean for your organization?

24-hours-a-day, 7-days-a-week access to training and training resources.

Real time progress and performance reports.

Money saved by reducing classroom time, lost selling time, and extensive manual tracking systems.

Administration
The CFM Network has a built in time- and cost-saving administrative functions that help you increase your risk management measures. We make it easier for your staff to track their training sessions by keeping their information in our system, including hire date, licenses, and the regions they represent. The Network also gives your company a way to easily distribute training and policy updates and links to source and reference materials.

What does this mean for your organization?

Clear, precise registration procedures and user tracking.

Increased lines of communication within your organization.

Controlled access to information through secure, defined user groups.

 

 

 

 

 

 

 

 

 

 


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