General Info

Based in Washington D.C., CFM Partners Inc. provides training and compliance risk management solutions to the financial services industry. It offers a range of programs for investment professionals, supervisors, compliance officers and nonlicensed staff, providing interactive training solutions with access to facilitator guides, accompanying visuals and participant workbooks. Its compliance services include risk management plans, creating audit trails and more. The company s Internet-based application, CFM Network offers 24x7 access to training programs, compliance manuals, updates and other resources as well as to reports that monitor and track staff progress and performance. CFM Partners Inc. also offers Access Compliance solution to perform online policy communication, policy management and policy education.