This free, pre-recorded training covers the foundation of operating a compliant credit education and service business — the model, the compliance basics, and the workflow.
The core pillars of a compliant, scalable credit education business
Understand the legal distinction and why it matters for your business model.
Required CROA, TSR, and state-level disclosures to operate safely.
End-to-end process from lead capture to client engagement and reporting.
No guaranteed-result language — build trust through transparency.
Everything you need to get started — no fluff, no upselling
Watch the business training immediately after registration. Pre-recorded modules you can revisit anytime at your own pace.
Templates, required disclosure language, and checklists to keep your business legally sound from day one.
Step-by-step workflow from lead intake through client education sessions and progress tracking.
Advanced partner resources unlock after admin approval. New agent accounts begin with status: pending.
Operating a credit services business requires careful attention to federal and state regulations. Our training emphasizes a compliance-first approach so you can build a business that lasts. Educational and strategy support only. We do not guarantee business revenue or specific credit outcomes.
Create your free agent account and start the training immediately.