An LMS for financial services, banks and credit unions
MyPass LMS gives banks, credit unions and other financial services firms one place to run annual compliance training. Assign AML, information security, code of conduct and anti-bribery courses by role and branch, send reminders before due dates, and export a dated record of who completed what when an examiner or auditor asks.
- Annual training assigned by role, branch and department
- Timed exams from question banks, with webcam proctoring review
- Certificates and completion records exportable to Excel
- Access updated when someone changes roles or leaves
Or download the free Community Edition →
Building training software since 2010 · runs on AWS infrastructure that holds FedRAMP authorization
| Employee | Course | Status |
|---|---|---|
| K. Alvarez, Teller | BSA/AML for frontline staff | Complete |
| P. Osei, Loan officer | Fair lending basics | Due in 5 days |
| L. Brandt, Branch manager | Anti-bribery and anti-corruption | Complete |
| D. Yoon, Member services | IT security and data privacy | Overdue |
Annual training run from inbox reminders is hard to defend
Many banks and credit unions run compliance training through emailed links, a vendor course portal and a tracking spreadsheet. The work piles up at the end of the cycle, and pulling evidence for an exam takes days.
Compliance training by email
- ✕Everyone gets the same courses, whatever their role
- ✕The training officer chases completions branch by branch
- ✕Exam evidence is assembled from several exports
- ✕Transfers keep old assignments and miss new ones
Compliance training on MyPass LMS
- ✓Role-based paths for tellers, lenders, managers and back office
- ✓Reminders go out before due dates without anyone sending them
- ✓One report by employee, course and date, exported to Excel
- ✓HR role changes update assignments automatically
See every branch's progress before the cycle closes
Dynamic Reports show completion by branch, department, role, course or date. The Compliance Hub groups training by program and flags expiring requirements, so the training officer works from one list instead of a spreadsheet per branch.
- Filter by branch, role, course or due date
- Expiration alerts in the Compliance Hub
- Export to Excel for the compliance committee or board packet
| Branch | Program | Status |
|---|---|---|
| Main Street | Annual compliance | Complete |
| Riverside | Annual compliance | In progress |
| Westgate | Information security | Due Dec 15 |
| Operations center | BSA/AML refresher | Overdue |
Test understanding, not just clicks
Build assessments from question banks and pools so each employee gets a different set of questions. Set a time limit and passing score, and use webcam proctoring review for the exams where identity matters.
- Question banks, pools and timed exams
- Webcam proctoring review for higher-stakes tests
- Surveys for policy acknowledgments and course feedback
A dated certificate for every completion, one report for all of them
MyPass issues a certificate when an employee completes a course or passes an exam, with the date and, where needed, an expiry. When an examiner or internal auditor asks, filter the report to the period and export it.
- Certificates issued automatically on completion
- Renewal reminders for annual and expiring requirements
- Records by employee, course and date, exportable to Excel
When a teller becomes a lender, the training follows
Connect BambooHR, Sage HR or TalentHR and MyPass assigns training from each employee's role and department. Transfers pick up the new role's path and departures remove access. Employees sign in through Okta, Azure AD or Google Workspace.
- Auto-enrollment by role, department or group
- SAML 2.0 and OAuth 2.0 single sign-on
- REST API for core HR systems without a native connector
- ✓ Role: Teller to Loan officer
- ✓ Path added: Loan officer annual
- ✓ Manager: B. Castillo
- ✓ Single sign-on enabled
Ready before your next annual cycle
Map courses to roles
List what tellers, lenders, managers and back-office staff must complete each year. We help you turn that into role-based paths.
Load your content
Use the ready-made compliance courses, upload your own SCORM courses, or build courses from your policies with the AI course builder.
Connect HR and launch
Link your HR system and single sign-on, set due dates and reminders, and watch the branch report fill in.
Works with the HR and identity tools financial institutions use
MyPass compared with email links and a tracking spreadsheet
| MyPass LMS | Course links plus a spreadsheet | |
|---|---|---|
| Assigning courses by role | Automatic from HR role and department | Distribution lists kept up to date by hand |
| Reminders before due dates | Sent automatically | Sent by the training officer |
| Testing understanding | Question pools, timed exams, webcam review | Click-through completion |
| Evidence for an exam or audit | One filtered report, exported to Excel | Several exports merged by hand |
Financial services training questions, answered
What should banks and credit unions look for in an LMS?
Look for role-based assignment, automatic reminders, assessments that test understanding, and reports you can filter by employee, course and date. Our guide to the best LMS for finance and banking compares the main options against those needs.
Does MyPass include AML training?
MyPass does not include a ready-made AML course. The library covers code of conduct, anti-bribery, and IT security and data privacy. For AML, upload your own SCORM course, look for one in the OpenSesame catalog, or build one from your BSA/AML policy with the AI course builder.
Can we show examiners who completed required training?
Yes. Every completion carries a date and a certificate, and Dynamic Reports filter by employee, branch, course and date range. Export the result to Excel and you have the list an examiner or internal auditor usually asks for.
Can training be assigned by role and branch?
Yes. Put employees in groups by branch and role, or let your HR system do it. Each group gets its own learning path, so tellers, loan officers and branch managers see only the courses that apply to them.
How is MyPass hosted?
MyPass runs on AWS infrastructure that holds FedRAMP authorization. Private Hosting adds your own domain with SSL. For your vendor due diligence, book a demo and we will walk your security team through hosting, access controls and how training data is handled.
How much does MyPass cost for a credit union or community bank?
Plans include unlimited registered users. Shared Hosting is $79 a month billed annually and suits organizations up to about 500 users. Private Hosting is $249 a month billed annually. Not-for-profit credit unions can ask whether they qualify for the nonprofit discount, which requires approval.
More for financial services teams
Run your next annual cycle on MyPass
Start a free hosted trial and build your role-based annual program today, or book a 30-minute demo and we will set one up around your branches and roles.
15-day trial · No credit card · Unlimited registered users