“For years I scrambled. CE Records application was a breath of fresh air. It allowed me to record the courses as soon as I took them, upload my certificates, and at year-end everything was there at my fingertips. It also alerted me to whether or not I was deficient on any requirements, early in the year, so I could proactively plan to make sure I completed my requirements."

“CE Records makes it easy for me to record, track and comply with my CE requirements. It was incredibly simple to use and has an intuitive User Interface that makes CE tracking painless. In a single location I can see which CE credits I’m missing so I can focus my time on attending the right type of CE accredited presentations. This app takes a tiresome task and makes it easy and concise. I wish I had something like this for other areas of my business."

“I wish I had this tool when I was a practicing Associate Portfolio Manager. I had to track separate credits for my CFA designation, my insurance license, as well as for my securities license requirements. What a way to save time, frustration and expense."

“As a compliance officer, I’m delighted that a platform like CE Records is dedicated to reducing the administrative burden on investment professionals - This type of development fills a need in the industry. Compliance officers at dealers and insurance distribution firms should all take a close look at this tracking app to help their advisors manage their continuing education obligations for licenses and designations."

“I signed up for CE Records earlier this year to help keep track of my training and I highly recommend other advisors do the same. It’s easy to use and I have now assigned the task to my assistant to add my credits to my profile. The best part, when I was audited for compliance I just downloaded the report and provided it to my compliance officer. It was very simple. As this product grows I can see how this could be the standard for helping track CE credits."