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CRD Training and Support

FINRA is redirecting its efforts from building the new CRD system to instead integrate registration filing functionality into FINRA Gateway, the streamlined compliance portal that will replace Firm Gateway. Instructional resources offering guidance on the management of registration compliance requirements—including the transition from classic CRD to FINRA Gateway—will be made available on this page. Materials will be modified and enhanced as more functionality becomes available in the new FINRA Gateway.

Training Programs

Note: Due to COVID-19, FINRA is currently not scheduling any onsite trainings. Please refer to information below about virtual offerings that are being scheduled, and join the Registration and Testing Information subscription list if you would like to receive email notifications about similar events and updates.

  • Virtual Training Programs NEW
  • In-Person Training Programs (Not currently available)
    • Foundations of CRD/IARD: This in-person training provides a comprehensive overview of system functionality and best practices relevant to registration compliance professionals.
    • FINRA Registration and Disclosure Bootcamp: This in-person training provides in-depth information on how firms can accurately submit disciplinary events and gain insight on hot topics that pertain to maintaining securities registrations.

CRD Program Resources

System Resources