License Training Now LLC

What License Training Now LLC does

License Training Now LLC is a New York-based, founder-led training provider specializing in preparation courses for FINRA qualification examinations required for US securities industry licensing. The firm delivers instruction across at least 15 exam series spanning both representative-level exams (SIE, Series 7, 63, 65, 66, 82) and principal-level exams (Series 9, 10, 24, 27, 52, 53, 57, 79, 99), targeting individual securities professionals as well as employees at financial institutions.

The company operates a multi-modal delivery model: onsite group classes at client business locations in the US and Europe (London, Frankfurt, Zurich, Santiago); virtual live instructor-led sessions via Webex; on-demand self-paced video and click-through courses hosted on the Teachable platform; and individualized virtual tutoring sessions arranged by appointment. The underlying technology stack is commodity SaaS (Webex, Teachable, Eventbrite for registration, plus a Squarespace-hosted marketing site) with no proprietary platform, mobile app, API, or stated AI capabilities. Proprietary LTN Customized Class Presentation Materials function as the substantive content IP, packaged as study guides given to students.

Revenue mechanics are based on per-session unit pricing (e.g., $700 per class session such as the 3-day Series 24 Review Class) plus enterprise onsite engagements likely quoted on a custom basis, with self-serve revenue from Teachable course enrollments. There is no disclosed revenue, no institutional funding, no parent company, and no M&A history. The firm is structured as an LLC governed under New Jersey law, with reported headcount in the 1-10 range and distribution of enterprise clients across bulge-bracket banks, broker-dealers, asset managers, and hedge funds (Barclays, LPL Financial, Apollo Management, Genworth Financial, Knight Trading, Starwood Capital, Towerbrook Financial, Brevan Howard, Tradition).

Name

License Training Now LLC

Legal name

License Training Now LLC

Website

https://licensetrainingnow.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

License Training Now LLC provides virtual and onsite FINRA exam preparation courses and tutoring for securities industry professionals. The founder-led firm serves individuals and major financial institutions including Barclays, Apollo Management, and LPL Financial.

Ownership category

akta.pro rank

Product category

Professional Training Services

NAICS

Exam Preparation and Tutoring (611691), Professional and Management Development Training (611430)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE) (EDANAIAJ)

akta.pro secondary industries

Professional Licensure & Certification Exam Prep (Bar/CPA/NCLEX/PMP, etc.) (EDAGADAD), Finance, Banking & Capital Markets (EDAAAPAG)

Keywords

• FINRA exam preparation
• Securities licensing training
• Regulatory exam courses
• Financial certification prep
• Professional training services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Virtual and Onsite Training Classes: Revenue generated from virtual and onsite training classes for FINRA qualification exams. Classes are priced per person or session (e.g., $700 per class). The company offers virtual live training, on-demand self-paced courses, and private tutoring sessions.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

License Training Now provides FINRA qualification exam preparation courses and tutoring for securities industry professionals. The company delivers training across four modalities: on-demand self-paced virtual classes (via Teachable), live instructor-led virtual training (via Webex), one-on-one virtual tutoring, and onsite in-person classes at client business locations. Course content covers the SIE exam and FINRA Series 6, 7, 9, 10, 24, 27, 52, 53, 57, 63, 65, 66, 79, 82, and 99 exams, with proprietary LTN Customized Class Presentation Materials provided as study aids.

Product overview

License Training Now LLC operates a multi-modal FINRA exam preparation platform consisting of On-Demand Virtual Classes hosted on the Teachable platform, Virtual Live Training via Webex, Virtual Tutoring Programs, and Onsite Training Classes conducted at client locations. The core product suite includes distinct course offerings for FINRA qualification exams: the Series 7 Review Class (3-day intensive), Series 24 Review Class (3-day/18-hour), Series 63 Review Workshop (3.5-hour), and comprehensive prep courses for the SIE, Series 9, Series 10, Series 27, Series 52, Series 53, Series 57, Series 65, Series 66, Series 79, Series 82, and Series 99 exams. All courses include proprietary LTN Customized Class Presentation Materials as supplementary study aids. The company also offers individualized tutoring and private virtual classes. The company conducts training for employees at major financial institutions including Genworth Financial, Knight Trading, Barclays, LPL Financial, Apollo Management, and Brevan Howard.

Differentiator

Problem solved

Functional benefit

Products and services

• On-Demand Virtual Classes Self-paced online FINRA exam preparation courses hosted on the Teachable platform, featuring video content, click-through modules, and practice exams across multiple FINRA exam series. Designed for individual learners seeking flexible, on-demand study options without scheduled class times.
• Virtual Live Training Classes Live instructor-led virtual training sessions delivered via Webex to individuals and enterprise groups, covering FINRA qualification exam content with real-time interaction. Available for delivery to a single learner at home or to enterprise cohorts.
• Virtual Tutoring Programs Personalized one-on-one tutoring sessions delivered virtually (or onsite) for individuals preparing for FINRA exams who want individualized instruction tailored to their specific exam and knowledge gaps.
• Onsite Training Classes In-person training sessions conducted at client business locations with live instructors for group exam preparation. Delivered for enterprise clients at major financial institutions in the United States and Europe.
• Series 24 Review Class 3-day (18-hour) intensive virtual review course preparing candidates for FINRA's Series 24 Principal Exam. Covers SEC, NYSE, and FINRA rules required for principal-level registration. Reported near 100% pass-rates at leading financial firms.
• Series 63 Review Workshop Approximately 3.5-hour workshop reviewing the Series 63 State Law exam content, covering ethical practices, state and federal registration of firms and representatives, and customer communication rules.
• Series 7 Review Class 3-day intensive virtual review class for the FINRA Series 7 General Securities Representative Exam. Covers capital raising, equity options, customer account maintenance, margin accounting, bonds, investment companies, annuities, economics, financial analysis, and suitability regulations.
• Additional FINRA Exam Preparation Courses (SIE, Series 9, 10, 27, 52, 53, 57, 65, 66, 79, 82, 99) Comprehensive exam preparation courses covering the remaining FINRA qualification exams beyond the named Series 7, 24, and 63 offerings: SIE (Securities Industry Essentials), Series 9 (Sales Supervisor), Series 10 (Sales Principal), Series 27 (Financial Operations Principal), Series 52 (Municipal Securities Representative), Series 53 (Municipal Securities Principal), Series 57 (Securities Trader), Series 65 (Investment Adviser), Series 66 (Uniform Combined State Law), Series 79 (Investment Banking Representative), Series 82 (Private Securities Offerings Representative), and Series 99 (Operations Professional). Available across virtual live, on-demand, tutoring, and onsite delivery modalities.
• LTN Customized Class Presentation Materials Proprietary customized course presentation materials and study guides encapsulating tested FINRA exam topics. Provided to students as part of course registration and designed to serve as ongoing study references after live instruction concludes.

Named customers9 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Pass Perfect: Pass Perfect offers FINRA exam preparation study materials and practice exams across the same Series exam portfolio (7, 24, 63, 65, 66, etc.) as License Training Now, targeting the same candidate population of aspiring and current securities professionals.
• Dalton Education: Dalton Education delivers FINRA exam prep and financial services licensing training to institutions and individuals, serving a comparable customer base of broker-dealers and financial professionals as License Training Now.
• ExamFX: ExamFX provides online exam preparation for insurance and securities licensing — directly overlapping License Training Now's securities exam prep offering while also expanding into adjacent financial licensing verticals.
• Securities Training Corporation (STC): STC is a long-established direct competitor providing FINRA qualification exam prep (Series 7, 24, 63, 65, etc.) to financial institutions and individuals via live, virtual, and self-study formats — directly overlapping License Training Now's core offering and customer base.
• Knopman Marks Financial Training: Knopman Marks delivers FINRA exam prep and continuing education for financial professionals, serving many of the same Wall Street firms as License Training Now with comparable live corporate training and individual enrollment options.
• Wiley Efficient Learning: Wiley Efficient Learning (formerly Securities Study Guide / Bionic Turtle) provides FINRA exam prep and continuing education for financial professionals, competing directly with License Training Now across the same Series exam portfolio.

Broad incumbents

• Kaplan Financial Education: Kaplan Financial Education is a large, established incumbent offering FINRA exam prep, securities licensing, and broader financial professional education — overlapping with LTN's exam catalog but operating at significantly greater scale and brand recognition.

Emerging players

• Achievable: Achievable is a modern, mobile-first FINRA exam prep platform covering the SIE, Series 7, 63, 65, and 66 with adaptive learning and lower price points — competing for the same candidates as License Training Now but via a tech-led, self-serve model rather than instructor-led classes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/license-training-now-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about License Training Now LLC