CPNI and Red Flags Rule (RFR) Training FAQs

Do I have to take the courses together?
No, the CPNI and RFR are two (2) separate courses that can be taken together for a discount. Or, you can choose one of the other.

Where do I take the courses?
Courses are built on Pivot’s Learning Management Software Platform (LMS). Since we recognize that not everyone works at a desk or in the office, our mobile-first platform allows you to reach everyone on your team – whether they’re in the office, on the road, or off-site.

How long is each course?
Although this varies by learner, each course takes approximately 45 minutes to complete.

Does Pivot provide documentation for auditing purposes?
Yes! Learners will be able to download, print, and provide Certificates of Completion to their company compliance officer for their records once they complete 98% of the training and achieve a score of 85% or higher on the quiz. 

How do I ensure my employees complete the course and learn what they need to?
Pivot provides a quiz at the end of each course and the system tracks completion. Participants are required to complete 98% of the training and achieve a score of 85% or higher on the quiz to pass the training. You can designate one person (compliance officer or manager) to track progress, view completions, and scores for all employees.

How long do we have access to the courses?
We recommend that you assign each employee a short window to complete the courses before the March 1 deadline. We recommend one or two weeks. Upon notice to Pivot, you will have access to the training throughout the remainder of the calendar year so that as you hire new employees, you can put them through the training.

Can I choose a specific date for my employees to be enrolled in the program?
Yes! During the sign-up process on the landing page, you will be asked to fill out a spreadsheet with information about your learners. Within this document you will be asked to provide your requested start date.

Are these courses geared toward customer service or for all employees?
We designed these with all types of employees in mind so it is perfect for your whole company.