INDIVIDUAL
If you are purchasing as an individual and paying by credit card, click the Order button at the top-right corner of the Homepage. From there, click Register to create a new account, or Login if you are an existing user. Once logged in, head to the Course Catalog to browse and purchase your desired course.

GROUP OR COMPANY
If you are enrolling multiple individuals, please complete our online Order Form, and a member of our Customer Support team will follow up with you shortly.

SUPPORT
As always, if you have any questions, contact our Customer Support team at info@xanalytics.com or 847.266.7602.

To reset your password, visit the XA learning platform by selecting the Login button above. Then select the “Forgot login details” below the Sign In button. A reset link will be sent to your email.

Select the LOGIN button on the top right corner of our homepage and enter your company email as the USERNAME, and then enter your PASSWORD. If you do not remember your password, select the “Forgot login details” below the Sign In button. A reset link will be sent to your email. Be sure to check your junk folder, as XA learning platform emails are sometimes blocked by spam filters. If you still do not see an email with a reset link, please email techsupport@xanalytics.com so we can assist further.

Your USERNAME is your email address. If you do not remember the email that you registered, please email techsupport@xanalytics.com and we will assist.

Courses can be accessed with a phone, tablet or just about any other device with a web browser and a reliable internet connection.

Yes, the XA learning platform saves your place whenever you pause or exit a course. Once you are ready to return, simply log back into the XA learning platform and select the course. You will be taken to the place where you left off – even if you return on a different device!

Access your XA account by selecting the Login button at the top-right corner of the website homepage. Once logged in, a list of completed courses will appear. Select the certificate ribbon icon next to each completed course to download a copy of your certificate. If you have trouble downloading your certificate or need assistance, please email techsupport@xanalytics.com.

If you are taking training as part of a company, please refer to the link sent to you by admin@xatraining.com or by your Compliance Officer.  If you do not remember your password, select the ‘Forgot login details’ below the Sign In button. A reset link will be sent to your email. Be sure to check your junk folder, as XA learning platform emails are sometimes blocked by spam filters. If you still do not see an email with a reset link, please email techsupport@xanalytics.com so we can assist further.

XA has a comprehensive list of courses that satisfy regulatory compliance training requirements for the U.S. futures, securities and residential mortgage loan origination markets. We also offer a number of recommended best practice courses for these markets. Select this link to view course options listed by registration type.

You can also direct questions to info@xanalytics.com. While XA will attempt to answer your questions as best we can, we cannot and do not provide legal advice. Therefore, it is always a good idea to check with your legal counsel or compliance advisors when determining course requirements.

Training due dates vary by course:

• Futures Ethics Initial – within 6 months of registration with the NFA, or new to a firm.
• Futures Ethics Refresher  – within 3 years from the date of your last Ethics course
• AML – required annually (every 12 months)
• Cybersecurity – required annually (every 12 months)
• Customer Protection Rule – required annually (every 12 months)
• Identity Theft Prevention – determined by firm (XA clients typically take every 2-3 yrs)
• Market Conduct – determined by firm (XA clients typically take every 2-3 yrs)
• Noncompetitive Trading – determined by firm (XA clients typically take every 2-3 yrs)
• Swap Dealer Requirements – Initial – (Upon Hire)
• Swap Dealer Ethics Refresher – (XA clients typically take every 3 yrs)
• Swap Dealer Marketing Supervision Requirements – (Prior to authorization to create, review, or approve marketing materials)

• AML Initial | 60-70 min
• AML Refresher | 40-50 min
• AML Cayman Islands | 30-40 min
• AML for Registered MSBs Refresher | 40-50 min
• AML for RMLOs | 30-40 min
• CFTC Customer Protection Rule – Standard | 50-60 min
• CFTC Customer Protection Rule – Test Through | 20-30 min
• Cybersecurity Initial | 70-80 min
• Cybersecurity Refresher | 50-60 min
• Futures Ethics Initial | 90-120 min
• Futures Ethics Refresher | 50-60 min
• FX Global Code of Conduct | 35-45 min
• Hostile Work Environment Prevention | 15-20 min
• Identity Theft Prevention Program | 35-45 min
• Market Conduct Training | 50-60 min
• Noncompetitive Trading Training (U.S.) | 40-50 min
• Noncompetitive Trading Training (Global) | 60-70 min
• Sexual Harassment Prevention Training (IL) | 25-30 min
• Sexual Harassment Prevention Training (NY) | 45-50 min
• Swap Dealer Marketing Supervision Requirements | 20-30 min
• Swap Dealer Requirements Initial | 90-120 min
• Swap Dealer Ethics Refresher | 40-50 min

Log in to your ADMIN account using your admin username and password. The following link includes instructions for a variety of functions for training administrators: https://exchangeanalytics.com/admin-navigation