Optimize Digital Education with Learning Center
Luma’s Learning Center enhances your expertise in structured products and annuities with access to premier educational resources. Align with compliance standards by fulfilling trading mandates.
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.
Learning Center Features
Luma’s Learning Center features on-the-go training for busy advisors who want to explore alternative investments. Many advisors avoid these types of financial vehicles due to their inherent complexities. Our training library removes these complexities through interactive and engaging content designed specifically for advisors.
Library of courses and resources featuring videos, presentations, games, and interactive content.
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.
Customize the look and feel of your Learning Center to meet your learning style and needs.