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Independent AML Review
Annual Review
New and Continuing Membership Applications
Exam Preparation and Guidance
WSPs and Internal Controls
Branch Office and OSJ Reviews
Regulatory Mandated Consulting
Continuing Education
Other Regulatory Matters
Crisis Management
Investment Advisor Services
Hedge Fund Registation
Continuing Education

Is creating a Needs Analysis and Written Training Plan the most efficient use of your time?  Let a continuing education expert complete this task.  MCD has significant experience in continuing education. 

Complete a brief online survey and participate in a follow up conference call.  MCD handles the rest.  Your Needs Analysis and Written Training Plan will focus on your firm's business model, structure and revenue sources as well as what makes your firm unique.  It will be tailored to your specific needs.  You are not receiving a "cookie cutter" continuing education program. 

MCD Consulting can also conduct your firm's Annual Compliance Meeting.  


MCD Consulting
Sensible Solutions.  Exceptional Service.

email:  info@mcd-consulting.com
phone:  815.295.3994

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