Your outsourcedlicensing desk.
Broker-dealers, RIAs, and wealth channels ship registered advisors faster with Forem. We take your new hires from offer letter to registered — on the clock, on the roster.
92%
First-attempt pass rate
6 wks
Average time-to-license
40+
Broker-dealer partners
$18k
Avg saved per hire
Built for L&D teams. Loved by compliance.
Forem for Firms sits inside your onboarding stack — not around it. Every module is designed for a team that ships registered representatives every quarter.
Managed cohorts
Small-group live coaching with a dedicated licensed principal. Scheduled around your onboarding class calendar.
Admin dashboard
Real-time visibility into every candidate's readiness score, hours logged, and mock-exam performance.
SSO & compliance
SAML / OIDC single sign-on, SOC 2 controls, and exportable audit trails your compliance team will love.
White-glove onboarding
Dedicated success manager. Seat allocation, cohort scheduling, and reporting configured in under a week.
See what a 92% pass rate is worth.
Every retake costs $245 in FINRA fees and roughly three weeks of unproductive salary. Plug in your class size to see the annualized savings from switching to Forem.
Estimated annual savings
$33,525
$1,341 per candidate · 8 retakes avoided per year
Fewer retake fees paid to FINRA
Faster time-to-production for new advisors
Reduced manager coaching time on failed candidates
Improved retention for cohort hires
Northmark Wealth cut time-to-license by 41%.
41%
Faster to license
94%
Cohort pass rate
$312k
Annual savings
When Northmark scaled from 40 to 120 new advisors per year, their internal training team couldn't keep up. Forem's managed cohort model absorbed the growth — without adding headcount.
Read the case study
"We stopped thinking about licensing as a bottleneck the day we brought Forem in. Their readiness dashboard is now the first thing my directors open Monday morning."