Riskalyze Training Resources

Want to become a Riskalyze ninja?

Whether you’re looking for hands-on training, self-guided programs, world-class events, or the industry’s best Customer Care team, we’ve got exactly what you need to make you successful.

Riskalyze Academy is the self-directed learning platform at your fingertips 24/7. Now, you can certify yourself with a library of lessons full of interactive media, and it’s all included in your Riskalyze subscription.

Pro Tip: Brand new to Riskalyze? Try the “Getting Started with Riskalyze” learning path.

RISKALYZE ACADEMY

Join us for an exclusive series of live virtual sessions where you will get an insiders view of the capabilities that Riskalyze has to offer. See first hand how our proprietary growth platform turns fearful investors into fearless investors who are achieving financial goals they once deemed unreachable! Riskalyze Labs takes place Wednesdays from 1-2 PM PST.

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We call it “The Encyclopedia of Riskalyze.”

Our Knowledge Base contains hundreds of searchable articles that’ll get you quick answers to your questions about Risk Alignment, Trading Automation, and more.

KNOWLEDGE BASE

If a picture’s worth a thousand words, how about a video? From Live Training 101 you can watch on demand at any time, to an ongoing series of best-practice online webinars, our Customer Success Team has an event invitation right inside of your Riskalyze account. Missed an online event and want to watch the replay? Check out our online event recordings.

TAKE A LOOK

We’ve got a great team of success coaches ready to help you master all things Riskalyze. From a better understanding of a specific feature to best practices and workflows, we’re here to help.

Click the appropriate button below to schedule your 30-minute Riskalyze Core or Riskalyze Trading coaching call.

RISKALYZE COACHING

RISKALYZE TRADING COACHING

Need some extra guidance? The industry’s best customer care team has your back. Your quickest bet is using the live chat feature under the Help button inside of Riskalyze, and we’re pretty fast in our email inboxes as well. Want to hop on the phone? We’re standing by during business hours at (530) 748-1660.

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The Fearless Investing Summit is our favorite time of year, not just for all the training about Riskalyze (and there’s plenty), but about the profession in general. At the Summit, you can network with over 500 advisors from around the country and discover the latest developments in finance and advisor technology. We can’t wait to host you in a beautiful location to recharge, evaluate new ideas, hear from world-class thought leaders, and have a great time together.

EXPLORE THE SUMMIT

Join Team Riskalyze for an in-depth day of classroom-style training in a city near you. Whether you’re brand new to the movement, or have been using Riskalyze for years, you’ll be sure to level-up your skills and take valuable curriculum back to the office.

“Bootcamp is a must for every user of Riskalyze.”

– Kory, Advisor in Florida

DISCOVER BOOTCAMP

Collaborate with non-competing peers within our new, virtual Study Groups. You’ll be paired with 8 – 10 fellow advisors with similar experiences and over a period of six months, dive into critical topics like: Marketing & Prospecting, Portfolio Management, Retaining & Growing Clients, Firm Workflows, Optimizing Your Tech Stack, and so much more! Follow the registration button below to be matched with the study group that’s right for you.

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"My favorite part about Riskalyze is your support. It’s like you guys designed all the ways you could help me before you even designed the incredible product itself!"
ANDREW, ADVISOR IN MASSACHUSETTS