Financial Services

Learning for Financial Services

A learning platform for banks, investment firms, and financial institutions. Compliance-first training, with your course content read live from the CMS you already use.

Financial services training challenges

What compliance-heavy teams run into, and what LMSMore does

Regulatory Compliance Training

Completion records for every learner

Risk Management Education

Quizzes at the end of each lesson, with completion recorded per learner

Product Knowledge Distribution

Write product training in the CMS that already holds your product documentation

Financial compliance & standards

Organize the training your teams already owe as courses, with completion recorded for every learner. The subjects below are yours to write.

Regulatory compliance training programs
Data privacy and protection education
Anti-money laundering (AML) training
Know Your Customer (KYC) procedures
Securities regulations and ethics
Risk management frameworks

Security Controls

Data encryption in transitGoogle sign-inRole-based access

The controls every LMSMore workspace runs on

Financial services applications

What financial teams put on it

Investment Banking Training

Complex financial products and market analysis education

Financial modeling
Regulatory compliance
Client relationship management

Retail Banking Education

Customer service and product knowledge for branch staff

Customer service training
Product knowledge
Sales techniques
Compliance awareness

Risk & Compliance Training

Enterprise-wide risk awareness and regulatory compliance education

Risk identification
Compliance procedures
Audit preparation
Incident response

Ready when you are

Run compliance training here.

A 14-day trial, no credit card. See our enterprise features and capabilities.