What are you looking for?

Get help straight from our team...

When do my employees and I have to do the required compliance training?

Compliance

When do my employees and I have to do the required compliance training?

We have a suggested training calendar in the compliance manual. We don't recommend doing all training all at once.

Last updated on 23 Feb, 2026

Remember that you can review other training, such as Continuing or Pre-Licensing Education, employer training, industry training events, and other formal or even informal training to obtain evidence of compliance training completion. You MUST track and DOCUMENT attendance with a certificate or other evidence (such as a screenshot or photo of the end of the class) AND a syllabus or a copy of the course documentation. 

 

ImageImage

Did you find this article helpful?
Previous

What disclosures are necessary for a reverse mortgage?

Next