Use-case-based Training
Hands-on Microlearning
Regulatory Driven
Industry Driven AI literacy
Welcome to Our Leap-RIA Academy
Built for client-facing professionals who need to communicate smarter, plan faster, and stay trusted in a digital world.
Advisors today are under pressure to provide more personalized advice, faster service, and tech-savvy experiences—all while upholding fiduciary duty and navigating regulatory expectations.
Innovative Practice Management
Innovative Practice Management
Innovative Practice Management
Confidently use AI tools to support planning, reviews, and communication
Early Risk Management & Detection
Early Risk Management & Detection
Early Risk Management & Detection
Spot AI and cyber risks in high-touch client workflows (emails, documents, logins)
Boost advisor productivity with AI and automation
Boost advisor productivity with AI and automation
Boost advisor productivity with AI and automation
Confidently use AI tools to enhance planning, reviews, and communication and let's handle the upskilling, learning and change management
Regulatory Expectations and Responsible AI Use
Regulatory Expectations and Responsible AI Use
Regulatory Expectations and Responsible AI Use
Explain AI-supported advice in a compliant, client-centered way,. Align with SEC/FINRA expectations, and reinforce a culture of innovation without regulatory risk
Unock AI to Augment Connection and Growth
Unock AI to Augment Connection and Growth
Unock AI to Augment Connection and Growth
Increase efficiency while preserving personal connection and credibility. Improve retention and engagement of next-gen advisors
Start a Pilot for Your Advisor Team
Try LeapFrog Conex Free for 30 Days
- Low-risk way to evaluate platform fit
Proves value to partners and leadership
Builds internal confidence quickly
Ready to explore what smart, role-based upskilling can do for your team?
Leapfrog Conex Resources
Our Partners
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Role-Based Learning Paths
Use Case–Driven Microlearning
Compliance-Aligned & Audit-ReadyRole-Based Learning Paths
Instead, we provide customized, role-aligned learning tracks built around real-life workflows and responsibilities. Whether it’s managing AI usage policies or spotting data-handling errors, users learn what’s relevant to their role, so they stay sharp, effective, and regulatory-aligned—without wasting time on content that doesn’t apply.
Use Case–Driven Microlearning
Let’s face it: no one has time for 90-minute lectures. Our bite-sized, interactive modules teach through real-world use cases like:
“Using AI to create a compliant market commentary”
“Identifying risky advisor behavior before it creates liability”
“Spotting and reporting phishing attacks in the CRM”
This scenario-first approach makes learning instantly applicable—embedded in the daily flow of work, across front, mid, and back office functions.
Compliance-Aligned & Audit-Ready
LeapFrog Conex is designed from the ground up with SEC, FINRA, and fiduciary best practices in mind.
Our content is built to help firms proactively meet evolving regulatory expectations for cybersecurity, AI oversight, and employee awareness. With built-in tracking, certification, and reporting, you’ll be ready for annual reviews, surprise audits, or internal risk evaluations—armed with proof of training and policy adoption.
