Financial Learning Experience™ (FLEX™) - Accessing FLEX

To gain access to the FLEX dashboard within FINRA Gateway for the first time to subscribe to FLEX, please contact your firm’s Super Account Administrator (SAA). The Accessing FLEX on FINRA Gateway Quick Reference Guide provides additional instructions if needed.

Once granted access to the dashboard, the Firm CE Admin can take the following actions. For further instructions, please view the hyperlinked Quick Reference Guides:

1. Access the FLEX Catalog to view course categories and topics, and to evaluate the content of each course.
2. Acquire license for course delivery via Firm LMS and access files to upload.
3. Acquire license for course delivery via the FLEX platform.
   • Upload user information using the template provided.
   • Upload course assignments using the template provided.

For any questions, please contact [email protected].

Taking Assigned Courses

Persons associated with member firms who have subscribed to the FLEX platform will have access to the their assigned courses via Financial Professional Gateway (FinPro) using the “Take Firm Element CE” link in the Actions (Quick Links) section at the top right. 

Please refer to the FLEX User Guide for detailed instructions.