Learning
Learning Overview
Last Updated: August 22, 2025Propel Your Business has a Learning Center that holds coursework designed to be industry agnostic. To locate the Learning Center, go to the navigation bar on the left-hand side of your screen and click Learning. This will open in a new tab. If it’s your first time visiting this area of the software, you’ll be...
Accessing The Learning Center
Last Updated: October 14, 2025Accessing the Learning Center The Learning Center provides on-demand courses, toolkits, and resources for both firms and company users within Propel Your Business (PYB). The access path and available content vary depending on your user type and firm affiliation. Step 1: Identify Your User Type When you log in to Propel Your Business, check the...
Inviting Team Members to Learning Center
Last Updated: October 14, 2025Accessing the Learning Center The Learning Center provides on-demand courses, toolkits, and resources for both firms and company users within Propel Your Business (PYB). The access path and available content vary depending on your user type and firm affiliation. Step 1: Identify Your User Type When you log in to Propel Your Business, check the...
Inviting Team Members To The Learning Center (Cultivate Advisors Clients)
Last Updated: October 14, 2025Add Team Members (Cultivate Advisors Clients) This guide is only for clients served through Cultivate Advisors.If you’re not a Cultivate client, use: “Adding a Team Member (Standard PYB)”. Before you start If you hit issues, contact [email protected]. Step 1: Sign in & set up your Learning Center account Step 2: Open Courses From the Cultivate...
Accessing Firm Training Modules
Last Updated: October 14, 2025Learning Center Access for Firms (Advisors & Portfolio Managers) If you’re a firm user (advisory seat or portfolio manager seat), you’ll see a navy left-hand navigation bar—this is your Firm navigation. Company users see a smaller, sage-colored menu. Open the Firm Learning Center Don’t see the Propel Your Business logo or the Firm Training area?Stop...