Other Services

Customized Training Solutions

In this rapidly changing regulatory environment, Custom Training Solutions are designed to protect your firm from regulatory risk and to incorporate compliance into your day-to-day business operations. Customized training is ideal when the dates of our open enrollment programs aren't convenient, if you have more than 10 people that require training on a specific topic, or when your firm has gaps in its internal training curriculum, The BGK Group will work closely with you to define your educational goals and create programs to meet your firm's unique needs. These Custom Training Solutions can be delivered online or in-person at any site you choose.

Annual Compliance Meetings

The BGK Group can design and conduct your annual compliance meeting as required under NASD Rule 3010(a)(7) through an in-person meeting or online with enhanced, live Q&A sessions.

Firm Element Continuing Education

The BGK Group designs our courses with your needs in mind. Many of The BGK Group's courses may qualify for Firm Element Continuing Education Credit. We provide firms with needs analysis, assist in creating a training plan and track and monitor your Firm Element Continuing Education program. Please check your firm's guidelines and contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Consulting

Content Development and Delivery

With more than 40 years combined experience, The BGK Group can work with you to:

• develop in-person or online educational programs (including instructor-led programs, certificate programs, conferences and webinars)
• monetize existing content by transforming it to work effectively on new digital media platforms

Event Management

Our expertise includes:

• defining the audience
• developing and executing the themes and marketing strategy
• creating and executing the logistics project plan including site selection and management
• managing operations including payment processing, registration, and catering

Our experience includes:

• events as complicated as a 3-day training seminar for 1,500 people
• intimate gatherings for C-Level execs
• in-person as well as streaming video or conference calls

Marketing

As social media, branding and marketing experts, we can design and execute integrated direct marketing strategies that achieve your financial goals.

Please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or (212) 851-8414 for details.