Custom Content
Customized training options to enhance your representatives’ performance.
Training That’s Tailored to You
Sometimes, off-the-shelf content can’t always effectively communicate your firm’s stance.
When You Need Custom Content
Through our compliance management system, we offer several solutions to make your courses or on-demand modules more tailored to your firm. Whether you’d like to incorporate your own company’s messaging into one of our pre-built courses, or create something totally new, we have the tools, training and technology to help you get the most out of your e-learning program.


Custom Content
We can convert training materials you already have, or customize our content to match your firm’s training needs. Upon request, our content specialists can additionally author custom content to fit your editorial vision, interests and compliance goals.
Unlimited Edits
Make as many updates to your course as you see fit, including changes to text, interactivity, and images. Whether it’s refining content or updating branding, our team ensures your course always reflects your firm’s most current standards.
Course/Exam Builder
Course Builder is a web-based course authoring software that enables you to author, edit, and manage custom courses/exams. With a few clicks, you can add content, make revisions and upload rich media, including dynamic text, images, video and audio.
Complete Your Program
Finish your program by adding these other services!
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