Registered Financial Advisors and Registered Investment Advisors
Mitigating regulatory risk for a multinational investment bank with $790 billion in Assets Under Management through mandatory anti-money laundering and ethics curriculum.
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
