Info

CFM Partners has helped its clients proactively manage risk since 1995. The key to our success has been our integrated approach to compliance and training. As our clients continue to expand their distribution of products and services and enter the global arena, they are faced with increasing challenges for their sales and management teams. By integrating the critical work of compliance and training practices, our clients are able to promote the professional development of their sales staff, while simplifying and strengthening compliance plans, tracking, and reporting systems. Our unique expertise lies in working with both training and compliance departments to maximize their synergies and develop sound company practices. To effectively integrate compliance and training, technology has become an important part of our service offerings. We turned to technology for a comprehensive and valuable solution to help our clients deal with the proliferation of products and services amid a rapidly changing regulatory environment. We launched the CFM Network™ to provide a fully customized, online tool for organizing, delivering, and tracking training and compliance content across a global network. The CFM Network makes it possible for our clients to communicate with and train their staff more effectively and efficiently. Most of all, CFM is especially proud of its dedicated team. It is our greatest asset. They are a talented group of seasoned, financial professionals who know the financial services industry inside and out. They have deep product knowledge, first-hand experience with the challenges and solutions of managing risk in this regulatory and economic environment, and a sophisticated understanding of the business arena. They understand your needs—and can execute efficiently your organization’s business plans and initiatives. Over the past six years, we have helped our clients improve performance, manage risk, and raise revenue. We continue to innovate, to exceed client expectations and provide better solutions. As always, our focus remains on the quality of our work and the value we provide. As our clients build world-class compliance organizations with the smartest, best-trained sales forces, we will continue to support and enhance their efforts. If you would like additional information or have any questions, please send me an email at bmurphy@cfmpartners.com or contact me directly at 202-364-2380.