CE Records

CE Records

CE Records makes tracking CE credits easier for Canadian financial services professionals, it is Intuitive and easy to use platform.

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DateInvestorsAmountRound

N/A

Early VC
Total Funding000k

Financials

Estimates*

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Revenues, earnings & profits over time
USD2022
Revenues0000
EBITDA0000
Profit0000
EV0000
EV / revenue00.0x
EV / EBITDA00.0x
R&D budget0000

Source: Dealroom estimates

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CE Records is a technology platform designed to assist Canadian financial services professionals in tracking their Continuing Education (CE) credits. The platform is intuitive and user-friendly, allowing professionals to easily record, monitor, and comply with their CE requirements. CE Records serves licensed financial professionals and those with designations that mandate ongoing education to maintain their credentials. The platform provides a centralized dashboard where users can see their current CE credits versus what is needed, helping them avoid last-minute scrambles and business disruptions. By minimizing the need for physical documents, CE Records ensures that users have an up-to-date record of their CE credits, which can be confidently reported to regulators. The business operates on a subscription model, generating revenue from financial professionals who pay for access to the platform's features and services. CE Records primarily targets the Canadian market, focusing on financial advisors, compliance officers, and other financial services professionals who require CE credits for their licenses and designations.

Keywords: CE credits, financial professionals, compliance, tracking, Canadian market, intuitive platform, dashboard, regulatory requirements, subscription model, user-friendly.

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