Financial Services LMS
Train your advisors faster than regulations change
Continu gives financial services firms one platform to manage compliance training, advisor onboarding, and partner education — at scale.
SOC 2 Compliant
GDPR & CCPA Compliant
Trusted by the world’s leading enterprises
Why Continu
Built for the complexity of financial services training.
Most LMS platforms weren't designed with compliance deadlines, multi-audience programs, or advisor ramp time in mind. Continu was.
Compliance you can prove, not just track
Automated certification tracking, renewal reminders, and audit-ready reporting. When regulators ask, you have answers.
One platform for every audience you train
Advisors, partners, customers — all in one place. No stitching together three systems to run two programs.
New hires productive before their 30-day review
Structured onboarding journeys get reps up to speed fast. Automated, tracked, and measurable from day one.
"As we establish a real training and development culture, we want to make sure that everyone is best equipped for their roles. Getting team members ramped effectively is important so they feel confident."
Michelle Jorwic Carr
People Program Manager
The tools modern financial services firms use to train at scale.
Everything you need to keep advisors certified, partners trained, and compliance deadlines met — without drowning in admin work.
Create
Build compliance-ready training in minutes, not weeks
Create polished courses, certifications, and learning paths with intuitive authoring tools built for speed. When regulations change, your content keeps up — without pulling in outside help.
Explore content authoring
Deliver
Send the right training to the right advisors - automatically
Set the rules once and Continu handles the rest. New advisor joins? They're enrolled. Certification expires? They're notified. No spreadsheets, no manual follow-up, no one falling through the cracks.
See how Assignments works
Meet Eddy
Ask questions, get instant answers
Smart Segmentation™
Rules-based training delivery
Journeys
Guided paths to build expertise
Mobile Access
Training on any device, anywhere
Meet Eddy
Instant answers on every policy, process, and procedure
Eddy is Continu's AI learning agent that gives your teams instant access to compliance guidelines, regulatory requirements, and internal resources. No manager interruption required.
See how Eddy works
Conversational Learning
Make every conversation a learning experience
Connect External Expertise
Turn Notion, Confluence, Google Drive or PDFs into SMEs
Measure Business Impact
Conversations translate into ROI with Eddy's built-in analytics
Measure
Prove training impact before the next board meeting
Continu Insights surfaces completion rates, certification status, and knowledge gaps in real time. Ask a question, get an answer. Show your CFO exactly what training is doing for the business.
Explore Continu Insights
Analytics
Real-time analytics, zero guesswork
Scheduled Reports
Send weekly or monthly
Custom Dashboards
Reports tailored to your KPIs
AI-powered Queries
Ask questions, get answers instantly
Use Cases
Every training program your firm runs, covered.
Compliance certifications, advisor onboarding, broker-dealer training — whatever your firm needs, there's a Continu use case built for it.
Connect your ecosystem
Seamlessly integrates with the tools you already rely on
See all integrations
Security
Enterprise-grade security, built in
Your data is protected by the same standards trusted by Fortune 500 companies. We don't just meet compliance — we exceed it.
SOC 2 Type II Certified
Independently audited controls for security, availability, and confidentiality.
End-to-End Encryption
AES-256 encryption at rest and TLS 1.3 in transit for all data.
GDPR & CCPA Compliant
Full data subject rights, processing agreements, & regional data residency.
99.99% Uptime SLA
Enterprise-grade infrastructure with redundancy across multiple availability zones.
SSO & SCIM Provisioning
SAML 2.0 single sign-on with automated user lifecycle management.
Role-Based Access Control
Granular permissions ensure users only access what they need.
Frequently Asked Questions
Is Continu built to handle FINRA and SEC compliance requirements?
Yes. Continu tracks certification completions, automates renewal reminders, and generates audit-ready reports on demand. When a regulator asks, you pull the report. No scrambling, no gaps.
How long does implementation actually take?
Most firms are up and running in 4-6 weeks. If you have existing SCORM content, it migrates directly into Continu. Your team gets a dedicated implementation partner — not a help doc and a prayer.
Can Continu train employees, partners, and customers from one platform?
That's exactly what it's built for. Smart Segmentation™ keeps each audience in their own lane — separate content, separate portals, separate permissions — all managed from one admin seat.
Does Continu integrate with our existing HR and identity systems?
Continu integrates with Workday, BambooHR, Okta, Microsoft Active Directory, and SAML 2.0 SSO. New hires get auto-enrolled. Departures get auto-removed. Your IT team won't need to babysit it.
How do we prove financial services training ROI to leadership?
Continu Insights lets you query your learning data the same way you'd ask a colleague a question. Completion rates, certification status, knowledge gaps — surfaced instantly. SoFi cut 285 hours of manual reporting a year using it.
The best-trained firms win. Let's build yours.
Compliance gaps, manual enrollments, and siloed systems are problems you can stop managing around. See what Continu looks like for your team.
