FEC Clients

Distinguished Clientele

Since we founded the FEC five years ago, we have helped many different types of organizations around the country, including:

Bank trust departments
Independent trust companies
Credit unions
Mutual fund firms
Investment advisors
Broker dealers
Retirement plan sponsors
Law firms
Accounting and tax planning firms
Systems Providers
State Bank Examiners
Family Offices

Many of these clients enlist our help annually to ensure their workforce is up to speed on current issues and practices. We’ve trained senior managers as well as sales, administrative, and support staff.

Customized Training

Not sure which FEC educational programs would be most beneficial for you, your staff or your company at this time? Contact us to discuss training possibilities. We can help to identify the topics and prioritize the classes that are most valuable to you. We also can customize programs to your specific interests.

Class sizes are determined by your needs. Although smaller groups make for better interaction among attendees, we are able to accommodate any size class. We also offer flexible training hours. In order for your office to remain fully staffed, a portion of your employees can be trained from early morning to noon with the remainder attending from noon to end of workday. We also offer one-on-one training via telephone or video conferencing.