Learning 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 #
- In the navy navigation bar, click Learning.
- The Propel Your Business Learning Center opens.
- Under My Training, click Firm Training to view firm-specific courses and toolkits.
Don’t see the Propel Your Business logo or the Firm Training area?
Stop and contact [email protected].
What You’ll Find in Firm Training #
- Firm-specific coursework: onboarding, best practices, playbooks.
- Toolkits: templates, guides, and resources designed for advisory work with clients.
Who Should Have Access #
- Users holding a firm advisory or portfolio manager seat.
- If you believe you should have access but don’t:
- First, contact the person who introduced you to Propel Your Business (they can confirm your seat/entitlements).
- Or email [email protected] if you are a Propel Your Business firm with clients on the platform.
Troubleshooting #
- Learning link opens but Firm Training is missing: Your seat may not be enabled for firm training. Reach out as above.
- Branding or portal looks unfamiliar: You may be in a non-firm (company) view. Confirm you’re using the navy firm nav.
- Access errors: Take a screenshot and email [email protected] with your firm name and user email.