Welcome to our 2024 Compliance Training Program for Registered Investment Advisers. This comprehensive program is designed to keep your firm up-to-date with the ever-evolving compliance landscape.
What’s Included?
- Unlimited Access: Register anytime and gain access to all past and future compliance trainings throughout 2024. (Many are still in development and will be posted through-out the year)
- Comprehensive Topics: Our trainings cover a wide range of topics, from general compliance overviews, Form ADV/CRS, exam readiness, to key components needed to comply with new rules and regulations.
- Bonus Materials: Enjoy complimentary access to any templates or sample procedures posted for sale on our website.
- Expert Consultation: Leverage up to 2 hours of consultation time to ask detailed questions via email or schedule telephone consultations.
- Receive Discounts: If your firm engages with Coulter Strategic Services for Compliance Services you will be discounted for the first year.
Experience the advantage of having a seasoned compliance professional at your fingertips with our 2024 Compliance Training Program for Registered Investment Advisers (RIAs). Gain unlimited access to insightful trainings covering virtually all aspects of compliance, and have the freedom to reach out with your questions. This efficient and cost-effective solution empowers your firm with the knowledge and resources to navigate the complex world of RIA compliance. Register today and stay ahead of the curve.
Please complete the Compliance Training Service Contact Information and the Materials will be emailed to you within 24 business hours with the agreement.
