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Firm CPE Management

Manage Your CPE in 2 Easy Steps

Step 1:
Create a Firm Profile

When you create a firm profile, you assign account administrators to oversee your professional staff’s training. Your administrators can register staff for live webinars and online self-study courses. You can even add external CPE records and store certificates of completion.

Get Started

Step 2:
Plan Staff CPE and Monitor Progress

Compliance Manager actively monitors CPE deadlines and specific subject requirements. Receive automatic alerts on the CPE compliance status of your staff, so they never miss another CPE deadline.

Learning Ladder allows firms to set up custom training requirements for staff members. From new-hires to partners, firms can now monitor these internal requirements.

Manage CPE