CE Planner
CE Planner is our web-based solution that fully automates the annual needs analysis and written training plan process while fully integrating with our e-Learning course library and reporting system. CE Planner distributes, collects and analyzes individual questionnaires along with a Firm Profile generating a dynamic, firm specific training plan and individual representative course recommendations. All information in CE Planner is archived and can be retrieved immediately online. CE Planner automatically generates email alerts notifying representatives of incomplete course work, surveys, license renewals and regulatory alerts, allowing compliance officers to instantly view status reports and eliminating the need for follow up.
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