Admin Guides

Learning Management System
and Portal Admin Guides

Insurance LMS Guide

Securities LMS Guide

Portal User Guide

Managing Student Groups

Fraternal Report Admin User Guide

Admin User Guide

Accounting CPE Portal Admin User Guide

Discussion Leader Guide

Learner Dashboard Admin Guides

We have created a learner dashboard administrative guide for each product so our admins have a handy tool to navigate through our system.

Insurance Pre Licensing & Exam Prep

Securities Licensing

Securities Best Practice Guide

Chartered Financial Analyst (CFA)

Certified Financial Planner (CFP)