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For updates and guidance related to COVID-19 / Coronavirus, click here.

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 webinars 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. For more information about custom and structured CRD training programs, send an email.

CRD Program Resources

System Resources