Learning Center Simplifies Structured Products and Annuities
Luma’s Learning Center improves compliance and innovates the way advisors learn structured products and annuities.
Featuring Fully-Customizable Learning Technology to Meet your Firm’s Unique Needs
Customized Compliance Solutions
Through Luma’s advanced financial technology platform, firms are saving time and improving control and compliance. Our platform makes it easier to set customized product parameters, issue approved product lists to all advisors, manage and review all trades and transactions, and see rep activity all in one system.SCHEDULE A DEMO
Innovative Learning System for Busy Advisors
Luma’s Learning Center features on-the-go training for busy advisors who want to explore structured product investments. Many advisors avoid these types of financial vehicles due to their inherent complexities. Our training system removes these complexities through interactive and engaging content designed specifically for advisors.
Interactive Library. Library of courses and resources featuring videos, presentations, games, and interactive content.
Personalized Training. Quickly view courses and configure the layout to see what’s required, optional, and sort by completion status.
Notifications and Alerts. Create a profile and receive notifications to quickly review all important messaging from the system and your firm.
Advanced Controls. Customize the look and feel of your Learning Center to meet your learning style and needs.