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Where Students Go to Learn & Be Inspired

Our Training Center empowers students to own their exam study process, through an inspiring blend of form and function.

Our student experience is bright, modular, forward-thinking, and fully user-focused. We reduce friction between task and tool, surfacing the material students need through intuitive navigation. We think you’ll agree that it’s a beautiful place to learn.

Features we’re excited about: 


Action Plan

Located on the right side of the screen, the Action Plan helps students move through each step of their training. It’s a roadmap for what to do next as they study with us for their FINRA exam. It brings to life our motto that we’re with our students every step of the way.


Focused Learning

It’s easy to stay focused with a design that highlights the current lesson and the current step in the Action Plan.

“Students know what’s next, how far they’ve progressed, and how they’re performing on practice tests. They can stay focused on the task at hand, with modules that they can expand and collapse.”—Ian Franklin, Head of Product Development at Knopman Marks


High-Priority Tags

Students who are crunched for time can zero in on the most important training steps by following our “High Priority” tags.


Progress Indicators

Our students can track how far they’ve come and what’s left to do with this snapshot of their study progress that lives on the bottom right corner of the screen. It includes their seven-day-average score on practice tests, their score on their most recent full test, and the number of questions completed.


Dynamic Flash Cards

Our flash cards are prominently displayed in the navigation bar on top and pick up where you left off each time you revisit them.


Intuitive Navigation

Students can easily access everything they need in one place, from Lessons and All Access Pass to Key Topics, Supplements, and Flash Cards.

Innovation never stops 

Technology at its best improves our lives and is constantly evolving. Our newly minted Training Center reflects our drive to innovate and is a living work of art. It’s the latest expression of our aim to delight our students beyond their expectations, and our commitment to deliver exceptional training.

“The best way to create value in the 21st century is to connect creativity with technology.”—Steve Jobs

A visionary in the financial education and training industry who believes business growth must be tech-forward but human first. Liza is energized by the opportunity to evolve every aspect of a company not only to keep up, but to lead the way in employee engagement, digital transformation, intentional UX and design, and thoughtful client experiences. Her leadership style is rooted in the relationship between success and joy, and she is passionate about inspiring everyone, especially young women, to find success and fulfillment in the financial industry.