Course Platform for Research Analysts and AdvisersFinuro includes a course platform for selling stock market courses under your own brand: build chapters, run batches, add assessments, track each learner's progress and issue PDF certificates when they finish.  COURSES What does Finuro's course platform include?Everything to teach, sell and certify, in the same platform as your research. Courses and chaptersOrganise lessons into chapters, and sell courses on their own or as part of a plan. BatchesRun cohorts with start dates so groups of learners move through a course together. Assessments and progressAdd quizzes and see each learner's progress through every chapter. PDF certificatesIssue a certificate automatically when a learner completes the course. WHY IT MATTERS Why teach on the same platform as your research?Clients who understand your method stay longer and ask fewer basic questions. Better-informed clientsCourses explain the approach behind your research, so clients know what they are following. Another revenue lineSell courses on their own or bundle them with research plans. One login for clientsLearners use the same branded portal as your subscribers. Completion you can seeProgress and certificates show who has finished and who needs a nudge. How selling a course worksStep 1 Build the courseAdd chapters, lessons and assessments. Step 2 Set price and batchPrice the course and open a batch if you teach in cohorts. Step 3 Learners enrolLearners pay and start learning on your branded portal. Step 4 Track and certifyFollow their progress and issue certificates on completion. |
Who sells courses on Finuro?
Research analysts and advisers who teach how they analyse markets, whether a short free course to attract subscribers or a paid programme run in batches. Because courses sit on the same portal as your research, learners and subscribers share one login and one brand.
Teaching versus advice
Education should explain concepts and methods, not give specific buy or sell calls; if a course includes recommendations, the research analyst rules apply to them. SEBI has also tightened rules on who may use live market data in education, so check the current regulations before you design a course.
How the course platform works
Pricing options
Sell a course as a one-time payment or a recurring plan, make it free by setting the price to zero, or offer a flat or percentage discount.
Chapters and video
Organise lessons into chapters with uploaded videos or YouTube videos, add an intro video, and choose what content is visible before and after enrolment.
Batches
Run cohorts with schedules, and close a batch to new learners when it is full or has started.
Assessments, progress and certificates
Build assessments from a question bank, follow each learner's progress through every chapter, and issue a completion certificate as a PDF automatically. Learners can rate the course.
Course analytics
Enrolment and revenue charts show how each course is doing, and course payments appear in your transaction ledger with invoices.
Finuro compared with a separate course platform
| Need | Separate LMS | With Finuro |
|---|---|---|
| One login for learners and subscribers | Two accounts | One branded portal |
| Bundle a course with research | Not possible | Include it in a plan |
| GST invoices | Depends on the tool | Generated on every payment |
| See learners next to clients | Separate exports | Same client record |
Common use cases
A free introductory course
Publish a short free course that explains how you analyse markets, and link it from your directory profile to attract new readers.
A paid cohort
Run a six-week batch with weekly chapters, close it to new learners once it starts, and issue certificates when learners finish the assessments.
A bundle with research
Include your course in an annual research plan, so subscribers learn the method behind the calls they receive.
Getting started
- Outline the course into chapters and record or link the videos.
- Add an intro video and decide what is visible before enrolment.
- Build an assessment from your question bank for each important chapter.
- Choose the price, one-time, recurring or free, and open a batch if you teach in cohorts.
- Share the course on your portal, in your channels and on your directory profile.
Course analytics then show enrolments and revenue, so you can see which courses to build next.
Related Finuro features
- Subscription billing: bundle courses into plans
- White-label platform: your branded portal for learners
- Business analytics: course revenue alongside other income
Frequently asked questionsCommon questions about course platform in Finuro. Built for SEBI RAs and IAs Teach your method, on your own platformSell courses, run batches and certify learners next to your research and subscriptions. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.