SKILLJAR LMS FOR FINANCIAL SERVICES

Train your employees and clients with confidence

Deliver structured, trackable learning that keeps financial professionals informed, compliant, and ready to serve clients.

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Certification Program
Earn a certification to demonstrate your expertise of our product
Compliance Training
Deliver structured, tracked compliance training to your workforce and customers
THE LMS Trusted by top Financial Service companies

Your training program should protect and grow your business. Is it?

Without Skilljar LMS

Compliance training is scattered, making audits a headache.
Employees struggle to keep up with evolving financial regulations.
Customer education is inconsistent, leading to missed opportunities and trust gaps.
Training is disconnected from business outcomes, making ROI hard to measure.

With Skilljar LMS

Regulatory compliance, simplified. Deliver consistent, up-to-date compliance training in a structured, trackable platform.
Faster, smarter onboarding. Reduce ramp time for new hires and clients with role-based learning paths.
Strengthen customer relationships. Educate customers on financial products and services to drive trust and retention.
Showcase training impact. Push learning data into Salesforce to connect education with reduced risk, increased engagement, and business growth.
Moving to Skilljar provided increased efficiencies, enhanced analytics, and improved our ability to better track customer engagement.
Marybeth Merkle
eLearning Strategy and Development Manager

Train financial professionals and clients on your products and services with confidence.

In the fast-changing financial landscape, staying ahead means continuous learning. Skilljar helps you keep employees, partners, and customers informed on regulatory updates, risk management, and financial products—building expertise and trust at every step.

Host live trainings and webinars

Integrate live training with Skilljar’s Zoom and WebEx integrations for a mix of self-paced and instructor-led learning.

Enterprise-Grade Security & SOC 2 Compliance

Skilljar is SOC 2 Type II certified, ensuring enterprise-grade security, encrypted data protection, and compliance with industry standards like GDPR.

Training that's customized and role-specific

Train internal sales teams, customer success representatives, and external partners with structured onboarding, role-based learning, and product education that reduces support burden and drives engagement.

Run a Continuing Education program

Award certificates upon program or course completion. Automate expiration reminders, and with a few clicks, send off reports to accrediting bodies. Compliance training made simple.

Make compliance training a breeze

Ensure employees complete mandatory training on data privacy, risk management, and financial regulations—on time, every time.

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Ready to learn about Skilljar?

A product expert will show you how Skilljar’s external LMS helps you to train your customers, partners, or teams.

  • Build a customized Academy that matches your brand
  • Host on-demand or live instructor-led courses to drive product adoption
  • Create role and level-based paths to tailor your Academy experience
  • Sell your curriculum or certifications to drive new revenue
  • Go beyond learner analytics — see how training impacts NRR and retention with Salesforce and Gainsight integrations
A woman sitting at a table with a laptop computer.
2x
Faster TTV
Two women sitting at a table looking at a laptop.
+19pt
NPS improvement
A man sitting at a table talking on a cell phone.
$1M+
In training revenue
Tell us about yourself and schedule a demo
A woman sitting at a table with a laptop computer.
2x
Faster TTV
Two women sitting at a table looking at a laptop.
+19pt
NPS improvement
A man sitting at a table talking on a cell phone.
$1M+
In training revenue