Testing.
Testing streamlines how offering exams are administered. The sponsor builds the exam (or can hire DST Atlas to do it), the BD/RIA firm decides how exams are administered for its advisors, and the advisor takes the exam within DST Atlas - all at a fraction of the cost of competing services in this space.
Four steps, build to certificate.
- Step 01The Exam Gets BuiltSponsors build the exam from a pre-made question bank, you can add custom questions based on your offering, or delegate the whole build to DST Atlas.
- Step 02The Firm Sets the TermsEach Broker-Dealer or RIA sets the testing parameters so exams are administered the way their firm wants them.
- Step 03The Advisor Takes the ExamA better experience than the exams you are used to! Advisors can review the offering, take the offering exam, and house their completion certificate all in one place.
- Step 04A Certificate Is IssuedBroker-Dealers and RIAs see completions for their representatives in the firm's dashboard.
Testing is available to sponsors on Sponsor Insights on its own or in the Offering Package.
Questions, answered.
Who writes the questions?
The Sponsor creates the exam. They can choose to build the exam from a pre-made question bank and have the option to add custom questions. Alternatively, the Sponsor can hire DST Atlas to create the exam on their behalf.
Can we hand the build to DST Atlas?
Yes. Delegating the exam build to DST Atlas is available for an additional fee, and the sponsor still reviews it before it goes out.
Can an advisor retake an exam?
The Broker-Dealer or RIA sets the testing parameters including how many questions are required and number of attempts.
What does the firm see?
Pass or fail, and the date. Per-question scores are not exposed to firms.
How do we get Testing?
Testing is bought per offering by sponsors holding Sponsor Insights, on its own or inside the Offering Package.