Reps and Advisors can access our proprietary education videos and white papers to become educated on a variety of alternative investment industry topics including:
Reps and advisors can take tests on the various asset types as well as for the specific investment program or sponsor. Tests are tracked and logged to each individual user for compliance purposes.
We also offer customized rep and advisor training as part of your internal process. We'll schedule a call or meeting with your reps and work through the education and training for the asset type, sponsor, and individual investment program. We work directly with your due diligence and compliance team to make sure we're covering what you need for the regulators!
To access tests, login to the BW APEX platform, and search for a specific investment program. Available topic specific, and/or program specific tests, educational modules, data room, and other materials will be available on the program page.
Click here for Reports and Tests