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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.

We're accredited by:

Accreditation from the Investment Wealth Institute and the CFP Board
Devices with the CE panel showing

Team CE

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.

Intuitive Features

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.

  • Hollistic Tracking

    My CE captures individual learning journeys comprehensively, ensuring a complete record of CE activities.

  • Diverse Integration

    Beyond Asset TV, our platform accommodates CE from various sources, providing a comprehensive overview of development.

  • Effortless Oversight

    Managers can harness the full potential of Team CE to effortlessly oversee and manage the CE progress of their entire team.

  • Intuitive Dashboard

    Our user-friendly interface ensures that navigating through CE records and setting learning objectives is a breeze.

  • Data

    Team CE permits multiple data exports in the form of PDF reports and spreadsheets for further analysis and interrogation.

  • Flexible

    Team CE can be installed for teams from 10 to 10,000, flexible to your changing needs.

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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.