Financial Learning Experience™ (FLEX™) - What's New

New courses are added to the FLEX catalog on a quarterly basis. Bookmark this page to view the latest offerings as well as announcements pertaining to system upgrades and enhancements.

New Firm Element Courses – July 2025

The Regulation BI (Best Interest) Compliance for Registered Representatives and Their Supervisors (ELC263) in the Chinese and Spanish languages.

CRED Series: Introduction to Individual Disclosure (Free Course): This course is designed to provide registration and compliance personnel at FINRA member firms with a general overview of individual disclosure requirements.  

Senior Series: Addressing and Reporting Financial Exploitation of Senior & Vulnerable Adult Investors (Free Course): NASAA, the SEC and FINRA provided this course as a resource for firms implementing the requirements of the federal “Senior Safe Act” (Section 303 of the ‘‘Economic Growth, Regulatory Relief, and Consumer Protection Act’’) and the state training requirements for certain firms and financial institutions relating to senior investor protection. As of June 2023, this course satisfies state training requirements for Connecticut, Florida, Nevada, New Mexico, Puerto Rico and Washington.