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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.

Make your first training video free Compliance Training

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

A finished securities slide in the Cobalt Report theme, one of 18 built-in looks. Review the language and regulatory references before the video is rendered.

Cobalt Report

See video examples

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.

Make your first training video free See pricing