SES training is delivered through FLEX, CSBS’ learning management system. The following training is good for all users of SES including new hires and seasoned users who need a refresher.

This program teaches users how to use the Supervisory Activity functionality in the State Examination System (SES), an online tool that facilitates supervisory processes between state agencies and companies.​

This program teaches users how to use the Complaints functionality in the State Examination System (SES), an online tool that facilitates supervisory processes between state agencies and companies.

Training resources for company users are available in the chapter/getStart/topics/c_companyQS-1.html.

A video overview of the State Examination System.

The State Examination System (SES) is a one-stop-shop for financial services industry supervision that brings an agency’s entire engagement with companies onto a single platform, which in turn brings efficiencies to state supervision.

This guide provides information about adopting SES for your agency, onboarding your agency to the system, adoption timelines, SES training options, and SES Consumer Complaints,

Certain state agencies have begun conducting examinations through a new supervision platform known as the State Examination System (SES).

Creating and managing user accounts, tracking user activity and workload, and managing the agency profile.

Create, remove, and administer users for your company, including third-party uers.

How to initiate and manage examinations and investigations of supervised companies.

Responding to examinations and investigations in State Examination System (SES).

The Interactions page serves as a place where communication between the agency and company is captured. This includes emails, phone calls, meetings, physical mail and other miscellaneous forms of communication specific to the supervisory activity.

SES has several reports that allow you to view staff workload, plan assignments, identify supervisory activities with no examiners assigned, and view the progress or status of supervisory activites and responses to information requests.

Managing and processing consumer complaints in SES.

Responding to consumer complaints related inquiries.

SES has several reports that allow you to view the status and work activity for consumer complaints.

State Examination System Policy Guide

Software releases of the State Examination System. The releases are labeled by state, commonwealth, and territory names.

Terms of use for the State Examination System, for agency and company users.

Supporting documents and forms available for download.

An Investigation and an Examination are types of Supervisory Activity. This topic lists the key ways that investigations differ from examinations.

Details about Areas for Review

More information about complaints.

How to use the SA Analytics tool for SES.

Links to recordings of SES events, meetings, calls, and workshops.

Email notifications and handling, technical requirements, etc.

Terms and phrases used in the State Examination System and their definitions.

The hours of availability for the SES system.