Firm Element Self Service

With Firm Element Self Service, compliance officers can easily and quickly build a training program online for 50 reps or less. Click the demonstration video to the left to learn more or click the “Get Started” button to the right to set up training now.

Key Benefits

Simple, Fast and Easy!
Set up your training in 30 minutes or less.

Extensive Course Catalog
Over a 140 Courses to choose from including these hot topics:

  • Dodd-Frank Legislation
  • Social Media in a Business Environment
  • Vulnerable Clients: Identity Theft
  • AML for Financial Professionals
  • Suitability
  • Fiduciary Responsibility
  • Communication with the Public

Cost Effective
Unlimited access for less than $50 per rep.

Easy Access
Download or print completion reports any time to comply with Rule 1120(b).

Full Support
Rely on us for customer support via phone, email or chat.

Additional products and services we offer:

  • Securities Pre-licensing
  • Online CFP CE
  • CFP Registered Program
  • Online CPE
  • Insurance CE and Pre-licensing
  • Custom Course Development
  • Annual compliance on demand
  • Questionnaire Services

Request more information about additional products and services.

Five Easy Steps