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

We are further personalizing the student e-learning experience through our new adaptable courseware. This courseware adapts to the student’s knowledge proficiency through allowing them to skip courseware in which they already show a proficiency and put a laser focus on areas of opportunity. These adaptive courses have all of the elements of our effective, efficient, and engaging courseware, so you can be sure your students are receiving the highest caliber of content.

The Deposit Compliance Series will equip your deposit staff and management with the tools to understand and execute their tasks within the organization. This series includes accredited courses*.