Services – Education

Wolters Kluwer Financial Services offers various educational webinars and training sessions to help your staff build a solid understanding of important compliance issues and upcoming regulatory events. Conducted by our knowledgeable compliance experts, your staff will be trained in regulatory and risk management best practices as well as on topics such as reporting, risk analysis, information sharing, and data collection processes.

• Employee Regulatory Training—In-depth live and web-based training conducted by our experts customized for your procedures and employees, providing the appropriate focus and level of detail that each staff member needs



• Tax-Advantaged Account Seminars—Live regional events and virtual webinars to help your institution better understand the regulatory compliance for Individual Retirement Accounts, Coverdell Education Savings Accounts, and Health Savings Accounts.

Stay informed of the latest regulatory changes. Visit our events calendar for an up-to-date listing of current training opportunities with details on the course agenda, format, and registration process.