Reqwired Special Features

Learning Management for Accounting and Financial Professionals — a comprehensive learning management and CPE tracking experience.

CPE Compliance Management
Most professionals are subject to a mandatory continuing education requirement. Failure to comply with these requirements can bring embarrassment to the professional and his/her employer, or—in extreme cases—loss of income and malpractice liability.

Because each state in the United States maintains its own set of ever-changing rules and requirements, keeping up with requirements and their applicability to each professional’s unique situation can be nearly impossible for a firm. Reqwired’s Continuing Education Tracking module automates compliance management and monitors for rule changes.

Complete CPE Tracking

Reqwired manages continuing education compliance including:

• Determining compliance periods and managing simultaneous compliance periods
• Tracking all credit categories, including prorated credit requirements
• Enforcing limits on CPE format types
• Calculating carryover credit
• Managing adjustments for reporting period extensions
• Tracking special requirements for new licensees.

In addition, Reqwired’s staff ensures the accuracy of Reqwired through monthly rule updates that are automatically integrated into the tracking system.

Reqwired’s tracking system is pre-programmed with the CPE rules for individuals of every state in the United States. In addition, Reqwired tracks requirements for:

• Yellow Book
• IRS Enrolled Agents
• AICPA members
• CMA, CFP, and CIA
• And more--CPE requirement information on over a dozen specialty tax and accounting affiliations is available!

Firms can even create an in-firm CPE requirement to track minimum education requirements established by firm management or mandated by peer review standards.

Reqwired also maintains complete and updated rule summaries for every regulator it tracks on its Resource page so that administrators can easily answer employees’ questions about continuing education compliance.

Reqwired can be configured to send employees regular email reminders informing them of their continuing education status.

If the arsenal of Reqwired features and capabilities weren’t enough, the system has teamed with Thomson Tax & Accounting’s online CPE powerhouses--MicroMash and PASS Online--to provide learners with access to key learning libraries. The content can be launched from Reqwired’s user interface and completion is recorded in their Reqwired account automatically.

Managing In-House Seminars
Reqwired’s learning management system guides firms through the process of offering and administering in-house learning opportunities. While robust enough for any type of learning event, Reqwired’s LMS is uniquely suited for CPE-accredited courses. Employees will value the simplicity of searching, registering for, and where applicable, launching classes through the intuitive learner interface. Administrators will value the time-saving tools for each aspect of in-house education.

Self-Service Course Registration
Learners can browse the university course calendar and register for courses or register for courses directly from email invitations. Registrants receive email confirmation with downloadable appointments ready for import into personal calendaring software like Outlook and Lotus Notes.

Other features include:

• Registration Caps and Waitlists
• Pre-formatted and Customizable Sign-In Sheets
• Post-Course Evaluations
• Electronic Attendance Certificates
• Name Tags and Name Tents

Beyond CPE Compliance
Professional development is more than counting CPE credits. Leading firms design specific learning paths to give employees the tools necessary for success in each phase of their careers. Reqwired’s learning path module provides firms the framework to:

1. Set clear learning expectations for their employees, and
2. Analyze firm-wide progress with professional development goals.

Learning Path Templates
Reqwired’s LMS allows firms to design various learning paths to match levels within the organization and/or competencies they want employees to achieve. Professional development managers can assign one or more path templates to each employee, indicating target dates for course completion and whether particular learning is mandatory or optional. Firms can further utilize this system by:

• Customizing learning plans for individuals
• Generating firm-wide reports to measure the degree to which employees are meeting learning expectations.

Coach Accounts
Reqwired can provide team leaders with direct access to their team members’ CPE information, learning plans, and course registrations. A team leader, a.k.a. “coach”, can receive email updates on his/her team’s CPE compliance progress, adjust a team member’s training plan as needed, and receive email notifications when team members register for courses. Coach accounts are a great way to empower team leaders to actively supervise their teams’ learning.

Reqwired Mobile
Employees can retrieve their CPE compliance status, register for courses, and view their learning plan on their Blackberries, mobile phones, or other handheld mobile devices. Employees can even complete course evaluations via their handheld devices.