This series is designed to provide wealth management personnel training on regulatory compliance, ethical issues, types of products, and more. 

BSA and AML Case Studies provide real-life examples and application of the BSA and AML principals. These are designed to take an employee’s knowledge of the topic and bring it to life in scenarios they may encounter on the job.

Our Flashback Approach Sectioned Training Modules, or FAST Modules, are engaging, animated microlearning courses five to ten minutes in length. FAST Modules are designed to provide a quick overview or a refresher on one specific topic within a regulation, instead of the entire course, allowing students to better retain concepts specific to their job role.