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LMS For Finance

Seamless administration of
regulatory finance training

Why use an LMS for finance training?

With an LMS like Learn365, you can ensure regulatory compliance and boost learning efficiency with the best financial advisor training program.

Learn365 enables financial organizations to deliver, track, and analyze regulatory training of advisors in the well-known Microsoft 365 environment.


Deliver, track, and analyze regulatory training of financial teams

Course management

Build custom financial training

In the Learn365 Course Creator, you can build a customized financial advisor training program by importing SCORM and AICC content packages to ensure employee training fits your financial services. Feel free to add pre-made courses fitting your needs!

Compliance training

Deliver regulatory training

Automatically register employees for necessary compliance and regulatory training and keep track of course completion through the integrated Power BI reports and analytic tools, ensuring security and data privacy.

Mobile app

Work from anywhere, at any time

With the Learn365 mobile app, all important regulatory training and data security information is just a click away, and employees always have access to the information they require, regardless of where they work.


Automate onboarding of financial teams

Learn365 streamlines the onboarding of new hires through automated course delivery, progress tracking, and certificate distribution for LMS financial services, shrinking the time needed to get them effective in their positions.

Microsoft adoption

Reduce regulatory risks

Provide an up-to-date financial advisor training program all within the same learning platform. With Microsoft 365, you get anti-bribery, anti-money laundering, PCI (Payment Card Industry), and Standard Operating Procedures.


Keep sensitive data secure

With an LMS for finance, your employees and financial advisors are handling data of high sensitivity and regulatory risk. In Learn365, the trusted Microsoft Azure Cloud provides a flexible, open, and enterprise-friendly platform.

Equip your financial advisors with up-to-date training that helps them be their best.

Cash in on your LMS for finance with Go1

Unlock the full potential of your financial services workforce with Zensai and Go1. Whether you’re in banking, investment, or insurance, our tailored content covers critical topics such as risk management, anti-money laundering, and compliance education 

Empower your employees with CEU and CPD approved courses from accrediting bodies like the New York Institute of Finance (NYIF). With over 7,750 course enrollments and a 71% completion rate, our joint scalable solution ensures continuous learning and professional development.  

Ready to take your financial services training to the next level? Download the PDF below to explore the full spectrum of courses available through Go1.

Zensai x Go1


See regulatory compliance as critical

A survey by the American Bankers Association found that 87% of banks and financial institutions believe that compliance training is critical for maintaining regulatory compliance.

Security and compliance training

5.54 million

Average cost of data breach

According to a report by the Ponemon Institute, the average cost of a data breach in the financial services industry is $5.54 million, which is a hefty consequence for untrained employees.

User management


Of firms found training effective

A report by the Financial Industry Regulatory Authority (FINRA) revealed that 84% of firms reported that compliance training was effective in preventing regulatory violations.

Skills-based learning

Don't Just Take Our Word For It

“As an enterprise, we embraced Teams to aid in delivering our services and project-oriented work. It was an extremely pleasant surprise when I discovered that Learn365 developed what has proven to be an intuitive and useful add-in for the platform.”

Got questions?
We've got answers!

FAQ Girl

Q: What does LMS stand for in finance?

LMS stands for “Learning Management System” in the context of finance and most other industries. It’s a digital platform used by financial institutions to manage, deliver, and track employee training and development programs.

Q: How does an LMS ensure compliance in the finance industry?

Financial services rely on an LMS for security and data encryption. It automates learning management, letting professionals focus on compliance in a regulated industry. An LMS also ensures compliance in the finance industry by offering tailored training programs that address specific regulatory requirements like GLBA, BSA/AML, or FFIEC.

Q: Why is an LMS a competitive advantage for financial services?

The finance sector faces constant change and regulations. An LMS offers tailored training, simplifies audits, and ensures up-to-date compliance for employees. Here are a few other reasons to use an LMS for your financial training:

  1. Smarter Training: LMS helps train employees efficiently, from compliance to product knowledge.
  2. Stay Compliant: It ensures everyone follows the rules, avoiding costly mishaps.
  3. Personalized Learning: Tailored courses keep employees engaged and growing.
  4. Data Insights: LMS analytics reveal what’s working and where to improve.
  5. Mobile Learning: Learn on the go—so that training is accessible on any device and at any time.

Want to know more? Request a 1:1 Meeting