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

Customization and Control Features

Customize online courses from widely adopted programs and multimedia such as Word, PowerPoint, Videos, and more.

Control certifications to ensure advisors can only access certain product sets once a proper certification has been earned.

Training and Reporting

View important metrics such as logins, completions, certifications, and scores, to ensure records are being kept.

View complete stats for learners and learn groups including training that is past due to ensure your team stays up to date on their training and certifications.

Secure Communications and Notifications

Configure recurring announcements, updates, and reminders.

Create ad hoc notifications from the platform to include newsletters and calendar launch notifications.

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.

Learning Center Screenshot

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.

Want to learn more? Schedule a demo today!