As your business initiatives and policies change, your training programs must keep up.
CFM Partners works with your training department to review, update, and expand your training curriculum. We offer a wide range of programs for investment professionals, supervisors, compliance officers, and non-licensed staff. Our training programs seamlessly integrate your business initiatives, procedures, and products—and readily adapt them as new ones are introduced.

Training programs can encourage learning and promote knowledge. CFM Partners offers interactive training solutions that engage and motivate your staff—providing you with results that last. Your training teams will have access to detailed facilitator guides, accompanying visuals, and participant workbooks—each customized to meet your specific needs and to reflect your corporate image.

Training courses can be delivered to your staff globally. Using our Internet-based application, the CFM Network, you can seamlessly deliver training programs throughout your organization conveniently and cost-effectively. Your staff will have access to training materials, compliance manuals, updates, and other resources 24 hours a day, 7 days a week. Your management team will be able to monitor each participant’s progress and performance with real time, and to generate consolidated reports—creating an audit trail that safeguards your organization in case of a crisis.

CFM Partners is committed to helping you seamlessly integrate training and compliance to improve performance.

Please look at our training course lists to see how CFM Partners can help you and your organization:

Retail Course List

Institutional Course List

Enterprise Course List

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