Continuing Education (CE)

Registered Financial Advisors and Registered Investment Advisors

media-ecology designed professional Continuing Education (CE) courses for this diversified financial services firm and their more than 7,800 Registered Financial Advisors (RFA) and Registered Investment Advisors (RIA). The multinational independent investment bank and financial services company required high quality, effective and up-to-date online professional continuing education courses in critical areas of compliance including Anti-Money Laundering (AML), Business Ethics, and more.

Fortune500

Public Corporation

$7

Billion in Company Annual Revenue

7800

Registered Financial Advisors

$790

Billion in Client Assets

Client

  • Investment bank and financial services company
ROLE
  • Instructional Design
  • Continuing Education
  • Course Development
  • Assessment & Measurement
  • Compliance Training
TOOLS
  • Adobe Captivate
  • Adobe Photoshop, Illustrator, Flash
  • Learning Management System
  • MS Excel PM Tools