CE RECORDS

Record keeping will be required for management to demonstrate supervisory duties are being met and to withstand audits and disputes. CE Records is a fully-automated, online solution that makes it easy for financial services companies, and their agents and advisors, to track, manage and report continuing education (CE) credits, so they can meet regulatory and designation compliance with confidence and ease... CE Records is an all-in-one early warning and tracking CE credit platform that gives agents and advisors the confidence of knowing you will save time and always be well prepared for any future CE audit... CE Records' dealer dashboard provides a complete overview of company progress and the status of each individual agent and advisor at a glance. The dashboard can be customized to allow companies to choose the best features and access for agents and advisors.

Also known as: CE Records Inc.