The LMS for financial services compliance training.
The LMS where banks, fintechs, insurance, and wealth-management teams build and deliver their compliance and regulatory training programs, with audit-ready reporting on a SOC 2 and ISO 27001 certified platform.
Used by hundreds of teams shaping how the world learns
Across every financial services training program.
From mandatory compliance training to licensing and continuing education, Teachfloor gives financial services teams the audit-ready reporting and engagement their programs need.
Compliance & regulatory training
Mandatory compliance, regulatory, and risk-management training, with attestation, completion tracking, and audit-ready record retention.
Advisor, broker & insurance licensing
Pre-licensing prep, continuing education, and professional certification programs, with credit tracking and board-ready reporting.
Banking & fintech onboarding
New-hire ramp programs for every team, from banking to fintech to customer-facing roles. Role-specific programs with cohort-based delivery.
Financial services training, in one platform.
Financial training requires more than content delivery. It requires evidence, attestation, and retention. Teachfloor delivers all of it.
Build compliance curriculum your teams complete.
Sequence modules around your compliance and regulatory requirements. Mix video, scenarios, and assessments. The AI Course Generator drafts a first version from your policy documents.
From legacy compliance LMS to engaged financial services learning.
Legacy financial-services LMS platforms meet the audit bar but lose learners along the way. Teachfloor provides regulator-ready reporting and the engagement that drives completion.
Active, collaborative learning
Learners practice together through peer reviews, group activities, and live discussions.
Passive learning
Learners watch videos alone with no interaction, feedback, or accountability.
Team-based delivery
Instructors, peers, and mentors all contribute to the learning experience.
Solo instructor
One person creates and delivers everything — no peer interaction built in.
Cohort-based programs
Time-bound programs with shared schedules, milestones, and group accountability.
Self-paced only
No structure or deadlines. Learners drop off — most never finish.
85–90% completion
Active participation, real outcomes. Data that proves impact to stakeholders.
10–15% completion
Low engagement, high dropout. No way to prove training ROI.
How teams build learning on Teachfloor.
How Modern Mindset scaled training across multiple organizations with Teachfloor.
Modern Mindset delivers modular training programs across multiple organizations using Teachfloor's flexible learning infrastructure.
Read the full story
The operational layer behind every program.
AI that helps learners in the moment, plus role-based access for your whole team: the day-to-day operations of a growing program, handled.
AI Orchestrator
Learners and admins just ask. The AI assistant navigates the platform, finds answers, and surfaces the right resource, with no menus and no tickets.
Explore feature →Roles & permissions
Granular roles for learners, instructors, managers, and admins. Scoped access per program, cohort, or team under one account.
Explore feature →Compliance-grade infrastructure, cohort-grade engagement.
Legacy financial-services LMS platforms hit the regulator bar but lose learners. Teachfloor provides audit-ready reporting AND engagement that lifts completion rates 2-3x vs self-paced compliance modules.
Compliance-grade platform
SOC 2 Type II, ISO 27001, and GDPR. The certifications financial services procurement and inspectors require.
Build to your framework
Map your curriculum to your compliance and regulatory requirements. Set attestation gates, track continuing-education credits, and export evidence. Your team owns the program, and the platform makes it ready to ship.
Credit issuance + tracking
Issue continuing-education credits with board-ready reporting. Year-over-year credit tracking. Automatic re-certification windows.
Multi-business-line admin
Retail banking, investment banking, insurance, and wealth management, each on its own branded branch with isolated learners and dedicated reporting.
Scenario-based behavior change
Branching scenarios test how learners actually behave in real client situations. The behavior change that protects against the underlying risk.
Audit + inspector-ready
Pre-built reporting templates for regulator and board requests. Custom audit exports on demand.
You'll always talk to real people.
Teachfloor is built for organizations that value real partnership. You work directly with our experienced team, who take the time to understand your needs and help you find the right solution.
“Every organization is different. That's why our job isn't just to answer questions, it's to understand our customers' goals and work alongside them to find the right path forward.”
Filippo Schiano di Pepe
CEO & Founder, Teachfloor
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LMS for financial services: common questions.
An LMS for financial services is a learning platform built around the compliance, certification, and risk-management training the financial industry requires. Banks, fintechs, insurance companies, wealth managers, and broker-dealers use it to deliver mandatory compliance, regulatory, and risk-management training, with audit-ready records that help satisfy regulators and inspectors.
Yes. Teachfloor is the platform your teams use to build and deliver any compliance, regulatory, or risk-management training program, from mandatory annual training to licensing and continuing education. The platform itself is SOC 2 Type II and ISO 27001 certified, the certifications financial services procurement teams expect.
Learner activity is tracked with timestamps, and completion records are retained for your reporting needs. Attestation steps require explicit acknowledgment before a learner can continue. Detailed completion and activity reports export to CSV, and reporting templates make it straightforward to respond to regulator and inspector requests.
Yes. Custom domain (training.yourbank.com), full branding, and branded certificates. Branch-level administration keeps each business line (retail banking, investment banking, insurance, and wealth) on its own branded experience with isolated learners and dedicated reporting: the structure multi-line financial institutions need.
Annual compliance training, licensing prep, continuing education, advisor and wealth-manager development, banking onboarding programs, compliance officer training, and new-hire onboarding. Anywhere financial training requires audit-ready records and real engagement.
Go deeper on financial services training.
From mandatory compliance to continuing-education programs: the resources financial services learning, compliance, and risk leaders use.
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Security & Compliance
SOC 2, ISO 27001, and GDPR: the full platform compliance story.
Compliance Training Platform
Annual mandatory training programs with audit-ready records.
Cybersecurity Training Platform
Security awareness and engineering security adjacent to financial compliance.
Multi-Branch LMS
Multi-business-line admin under one master account.
8 Best LMS for Financial Services and Banking
How Teachfloor and adjacent platforms compare for banking and finance teams.
8 Best LMS for Insurance Companies
How insurance carriers, brokers, and agencies pick their training platform.
Security & Compliance
SOC 2, ISO 27001, and GDPR: the full platform compliance story.
Compliance Training Platform
Annual mandatory training programs with audit-ready records.
Compliance-grade training for financial services.
The platform where your teams build and deliver mandatory compliance and regulatory training programs, with audit-ready reporting on a SOC 2 and ISO 27001 certified LMS.