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CRD Training and Support

FINRA is progressively integrating registration filing functionality into FINRA Gateway. This page contains available trainings and resources to enable users to keep up to date with system features. Please join the Registration and Testing Information subscription list to receive important announcements regarding software releases and training offerings. 

Training Programs

  • Virtual Training Programs 
  • In-Person Training Programs NEW
    • Registration Systems Foundation: This in-person training provides a comprehensive overview of system functionality and best practices relevant to registration compliance professionals.
    • Disclosure Reporting Boot Camp: This in-person training provides in-depth information on how firms can accurately submit reportable disclosure events for individual representatives.

CRD Program Resources

System Resources