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

These employment law courses are designed to meet mandatory training requirements from EEOC-compliance guidelines, landmark cases, federal sentencing guidelines to applicable federal regulations.

BSA for the Board of Directors Talks is a series of conversations about BSA topics for the Board. This series purpose is to create unique short educational programs for both professional development and increasing technical expertise of our Board of Directors. It is a more casual approach to learning fundamentals about the Bank Secrecy Act. Designed for weekly or monthly meetings, orientation or ongoing development of your Board, these Talks are a new approach which will complement and enhance your already developed BSA training programs. These videos are also good basic training for other senior and executive level management.