Tailored enablement · Firm administrators

Build your admin training plan

Select the topics your team needs. We deliver live, tailored sessions over Teams for firm administrators (up to three admins per session). Estimated hours and pricing may be adjusted as you go. These figures are starting estimates that your Account Manager will calibrate based on actual usage.

Virtual via Teams Up to 3 admins per session $250/hr flat rate Sessions 1–2 hr

1Your details

Who's requesting training?

So we can prepare your quote and reach out to schedule.

Firm / organization name Please add your firm name.

Primary admin contact Please add a contact name.

Work email Please add a valid email.

Preferred timeframe · optional

2Scope

Jurisdictional complexity

This adjusts the hours for compliance-heavy topics (marked below). Everything else is unaffected.

Single & multi-state jurisdiction(s) Standard CPE jurisdiction tracking. + Certifications / other licenses Adds non-CPE credentials and license types. + Certifications / other licenses + NASBA or State Sponsor Full sponsor-grade compliance reporting.

3Topics

Select the training you need

Tick a topic to add it. Each topic is tagged with the LCvista plan it belongs to — Essential or Plus.

I understand all purchases are non-refundable. If a session is canceled within 24 hours, the scheduled hour(s) will be deducted from your available training hours. Training covers features included in your LCvista plan; LCvista may decline requests for topics outside your plan.