Working at their own pace will make learning easier for your fiduciaries.
Providing valuable, real world training will keep your fiduciaries engaged in the training process.
Let your fiduciaries learn from ESOP trainers -- anywhere on any internet connected device!
"While I had read a number of books from the NCEO about ESOPs, I was motivated to know if I truly understood the process and my fiduciary roles. Over a few evenings, I was able to take all 3 courses and found the information valuable, beyond the many books I read about ESOPs. I would recommend this course to people who are new to ESOPs or to those who are fiduciaries and need to meet compliance concerns."
- Co-Owner of a Registered Investment Advisory Firm
Why Partner with ESOPTraining.com?
ESOPs are governed by ERISA law and are monitored by the USDOL.
A DOL auditor will ask, "Are all of the fiduciaries properly trained?"
Save your company money and mitigate DOL claims.
Years ago, we asked our top ESOP advisors to develop our content, course, and module structure with an ESOP company manager in mind. These bright minds of the ESOP industry included attorneys, company valuators, ESOP administrators, ESOP independent trustees - along with many other professional advisors. Every year since then, we review the course for changes in fiduciary matters. You can find our list of current and past faculty on our site.
For those desiring continuing educational units, we have teamed up with Norwich University to provide 1-1.5 CEU's per complete module for Free. You must be able to verify you are a fiduciary, director or internal trustee in order for your entry into our online training/testing programs. This is not a open to anyone who signs up. You may need references or referrals to enter.