The Compliance Digest

Get expert compliance tips and up-to-date regulatory news.

Four Factors for Creating a Successful 2021 CE Budget

After what can only be described as a “pivot year” for a lot of companies, 2021 gives you chance to get your budget and annual plan back on track. So, as you sit down and start planning out your continuing education (CE) budget for the year, we encourage you to take four factors into consideration. Read More

Jazz Up your CE-asons Greetings with Voucher Cards

The holiday season is just around the corner! You know what that means? It’s time to start brainstorming ways to let your clients and prospects know you’re thinking of them. With many advisors continuing to work from home through the holidays, have you thought about how you're going to reach out this year? Read More

Five Things to Know About Webinar CE Polling

When it comes to delivering webinar CE, some clients miss the mark on complying with state polling requirements. To help clear up the confusion, we’re breaking down five important polling facts that you should be aware of before hosting your next Webinar CE event. Read More

One Hack That Will Improve Your Virtual Conferences

With so many conferences and events going online, it can be difficult to get attendees on board. The feeling of “been there, done that” always lingering. Now, more than ever, companies need to get creative. So, how do you impress your attendees? Read More

Five Qualities to Look for in a Webinar CE Platform

Delivering continuing education via webinar doesn’t have to be difficult, so long as you pick the software best suited for your firm. To help, we’ve identified five things that need to be taken into consideration when selecting a webinar platform. Read More

Eight Tips for Running a Successful Webinar CE Event

Whether you’re one of the many companies already capitalizing on webinar CE, or are simply looking for more information on how to get started, this article is your all-access pass to helping you get the most out of this newly sought-after delivery format.  Read More

How to Leverage Marketing Content for Online CE

In this article, we'll tell you how you can tie continuing education into your content marketing materials to easily convert some of your web traffic.
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Amp Up Your Digital Strategy with CE Voucher Codes

As businesses continue to shift during this time, so too have many of their marketing and client relationship strategies. In this article, we discuss how some companies are working digital CE voucher codes into their continuing education programs as a way to provide relief and stay connected with advisors. Read More

Continuing Education Guidance in a Remote World

When unforeseen events arise, “business as usual” can be thrown for a loop. So in a time when organizations across the world are adjusting to remote work, it’s become even more important for companies to adopt digital strategies to stay connected with their customers. Read More

Reach Every Advisor by Diversifying your CE Delivery

As an insurance provider, you know how impactful it can be to offer complementary continuing education (CE) to the advisors you work with, but are you also aware of the different ways in which CE can be delivered to attract various types of learners? Read More