A streamlined approach to Continuing Education (CE) for Advisor and Wealth Management firms - making CE management effortless.
Your CE, Your Way
As users engage with Asset TV, their individual viewing history is recorded in the MY CE dashboard – a view which not only captures Asset TV activities but also integrates CE from diverse sources, including events and other learning initiatives.
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Empower your Team with Team CE
Team CE allows company managers to consolidate MY CE records for all employees. To generate a central dashboard where managers can monitor CE activities and establish clear learning objectives.
Team CE Features
Managers can monitor their team's learning activity with an intuitive dashboard to manage team members, view an individual or team progress against preset targets, create custom playlists and set goals based on specific requirement.
My CE captures individual learning journeys comprehensively, ensuring a complete record of CE activities.
Beyond Asset TV, our platform accommodates CE from various sources, providing a comprehensive overview of development.
Managers can harness the full potential of Team CE to effortlessly oversee and manage the CE progress of their entire team.
Our user-friendly interface ensures that navigating through CE records and setting learning objectives is a breeze.
Team CE permits multiple data exports in the form of PDF reports and spreadsheets for further analysis and interrogation.
Team CE can be installed for teams from 10 to 10,000, flexible to your changing needs.
Frequently asked questions
Team CE has been designed for managers to monitor their professional teams as they learn by watching videos, recording training, events, etc.
Team CE is a secure, password protected platform. At the outset you decide who is able to view the team dashboard and act as administrator.
Yes, you can invite new users (and remove) at anytime, subject to the number of licenses you have agreed.
Yes, we can plan this with you.
Yes, you have a private channel for your company’s bespoke content, only viewed by your Team CE users.
Yes, you can establish compulsory playlists and monitor when your team have completed these tasks.
Yes, together with all of the dashboard information, your team data can be exported as a CSV file.
Get in touch
If you would like to find out more, have any questions or would like to get started with Team CE then please get in touch below.