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CEP.360
CEP.360 or CE Planner is a complete compliance solution assisting member firms in conducting their annual training needs analysis and CE Plan in compliance with Rule 1120. CE Planner is an online solution which fully automates the development of this annual requirement, dramatically reducing time and costs involved by distributing questionnaires, collecting data and analyzing the results. Online courses from our expansive library are then tailored and delivered to the employee base for on-demand access and performance reporting.
Key Features
- Automated questionnaire creation and delivery
- Instant questionnaire analysis and training plan creation
- Customized e-learning delivery against CE plan needs
- Full tracking and reporting
Key Benefits
- Streamlines timeframe for compliance
- Cost savings with e-learning delivery
- Archived and accessible for compliance audits
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