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Security onboarding.pdf
Updated policy overview with pages selected for training and stakeholder review.
2.4 MB18 pagesApr 20Training
1 whiteboard1 presentation
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Use case
Make securities training easier to review and update
Use course notes, supervision updates, and internal training documents as the source. Inkbolt drafts a narrated video and keeps the storyboard editable before render.
Explain the rule before the quiz
Create short lessons that walk through concepts, definitions, suitability examples, and supervision procedures.
Keep the source close
Use the policy, memo, or course document your team already approved. Review generated scenes before export.
Change the section that changed
When a rule, bulletin, or course note changes, revise the affected scenes and export a refreshed MP4.
Visuals
See it in action
Review scenes before rendering so course language and regulatory references stay close to the source material.
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12 documents8 ready2 processing14 video outputs
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Videos
Security onboarding
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Security onboarding
Slide 4 ready for render
Storyboard
Review the storyboard before rendering the final cut.
pp. 2-9 · 2m 30s · HQ · English
Apr 20, 2026 · 9:42 AMOpen storyboard
Source summary2 video outputs
1 whiteboard1 presentationReady to share
Process
How it comes together
Start with the material you already have, then shape the draft into something you can publish or share.
Step 0101
Upload securities training material
Use course PDFs, supervision memos, policy documents, or instructor notes as the source.
Step 0202
Edit the storyboard
Review the generated script, visuals, and sequence. Rewrite lines or regenerate scenes before export.
Step 0303
Export for training delivery
Publish the finished MP4 to an LMS, internal portal, exam-prep library, or advisor training hub.
Training moments
Build securities training around the document your reviewers already trust.
Use Inkbolt when exam support, rule training, supervision updates, and continuing education need to stay close to approved source material.
Exam support
CSC, CIM, SIE, Series 7, 63, 65, and 66 explainers
- Source
- Course notes, study material, instructor guides, or internal exam-support documents
- Review
- Check definitions, examples, and sequence before learners see the finished module
- Output
- Focused video lessons for exam-prep libraries, courses, or learner portals
Rule training
FINRA, SEC, NASAA, CIRO, suitability, KYC, and AML refreshers
- Source
- Rule summaries, firm procedures, supervision notes, or compliance training material
- Review
- Keep regulatory references and firm language aligned with the source document
- Output
- Reviewable training videos for branch, supervisory, and licensed-rep audiences
Policy refresh
Annual supervision and continuing education updates
- Source
- Annual updates, policy memos, continuing education notes, or advisor training docs
- Review
- Revise only the scenes tied to changed policies, examples, or requirements
- Output
- A refreshed MP4 for your LMS, internal portal, or advisor training hub
Use cases
Where it works best
The use cases and audiences this format fits.
Canadian securities
Support videos for Canadian securities materials
- Create videos based on your own course materials and internal notes
- Use CIRO-related procedures and training notes for internal modules
- Create French Canadian versions for bilingual teams and learners
US securities
Training videos for US securities topics
- Use licensing support materials, policy notes, and supervision documents
- Create reviewable videos for FINRA, SEC, NASAA, and firm training topics
- Refresh scenes when policies, examples, or exam-support material changes
Internal supervision
Make internal updates easier to teach
- Use procedures, annual updates, and supervision notes as the source
- Keep training language aligned with approved source documents
- Review the storyboard before exporting the finished MP4
Get started
Start with the material you already have
Upload a document, choose the video style, and let inkbolt produce the first version in minutes.