Online Securities Training Academy: Retaining and Converting F0 Investors Effectively

Wecanadmin  /  Twitter 12.08.2025

In 2024, Vietnam witnessed over 2 million newly opened stock trading accounts, five times higher than in 2023 (according to VSDC). With millions of F0 (first-time) investors entering the market annually, an online securities training academy is no longer optional—it is a strategic imperative for brokerages to retain and convert this customer segment effectively.

1. What is an Online Securities Training Academy?

An online securities training academy is an integrated digital module within a brokerage’s website or app. It allows users to easily access investment courses, personalized learning paths, and self-assessment tools.

A standard online training academy typically includes:

A diverse content library:

• High-quality video lectures.
• Ebooks, in-depth documents, and infographics.
• Continuously updated market analysis articles.
• Covers everything from basic to advanced investment knowledge.

Quizzes and knowledge assessments:

• Enables learners to evaluate their understanding.
• Identifies knowledge gaps for improvement.
• Ensures mastery of each module before moving forward.

Personalized learning paths:

• Flexible content tailored to the learner’s level.
• Aligned with specific investor goals (F0, F1…)
• Optimizes knowledge retention and application.

Deep system integration:

• Syncs with existing trading accounts.
• Tracks learning history and user behavior.
• Enhances the experience and provides relevant recommendations.

This is a vital digital transformation solution that helps brokerages retain F0 investors and build a robust investment ecosystem.

2. Strategic Benefits of Integrating an Online Training Academy

Incorporating an e-learning module into a brokerage’s digital platform delivers key benefits:

Reduce F0 churn rate:

• Foundational education increases F0 confidence and reduces early losses.
• Directly contributes to improved retention of new investors.

Enhance engagement:

• Useful, updated content encourages regular visits to the platform.
• Increases session time and interaction rates.

Facilitate product conversion:

• Informed investors are more likely to explore advanced offerings (e.g., derivatives, covered warrants).
• Converts potential users into actual clients.

Strengthen brand trust:

• Proactively delivers transparent, professional investment education.
• Builds a credible brand image among investors.

Most importantly, an online academy creates long-term value, nurturing loyal, profitable investors and establishing a strong investment community—far beyond the reach of short-term marketing campaigns.

3. Core Functional Modules of an Online Securities Training Academy

Wecan Group identifies five key foundational pillars that a high-performing investment academy should include:

3.1. Academy Dashboard

The most important user touchpoint—it provides clear direction and personalized experiences from the first moment of engagement.

Easy orientation:

• Clearly displays available courses and suggested learning paths.
• Categorizes content by skill level, from beginner to advanced.
• Helps F0 investors avoid information overload and quickly find relevant content.

Personalized experience:

• Intelligent recommendations based on browsing behavior or initial surveys.
• Example: F0 investors immediately see “Your customized learning path: Mastering Margin Trading” after completing the basic module.

An intuitive interface ensures a strong first impression and encourages deeper engagement.

3.2. Diverse Course Catalog with Expert Content

The content is the soul of the academy—ensuring investors gain structured knowledge from the ground up while staying aligned with market dynamics.

Rich topics:

• Including Fundamental Analysis courses, Technical Analysis courses.
• Topics on covered warrants, derivatives, and risk management in investing.
• Advanced stock investment strategies.
• Each topic has multiple levels, from beginner to expert.

Multimedia format:

• Combination of high-quality video lectures (with subtitles and visual examples).
• Detailed eBooks, PDF materials, easy-to-understand infographics.
• Continuously updated market analysis articles.
• Serving multiple learning styles to ensure the most effective knowledge delivery.

A well-structured organization allows learners to easily absorb knowledge in a solid manner.

3.3. Automatic Quiz & Competency Assessment

The quiz and automatic competency assessment feature helps learners check and reinforce their knowledge. At the same time, it provides valuable data to personalize the learning path and effectively retain beginner investors (F0).

Instant testing and feedback:

• The system automatically scores quizzes after each lesson/module.
• Provides detailed feedback immediately.
• Beginners (F0) quickly identify their weaknesses and areas for improvement.

Personalized learning path:

• Based on test results, the system suggests a suitable investment learning path.
• Recommends supplementary stock trading practice exercises.

Example: If a beginner gets many questions about charts wrong, the system will recommend in-depth lessons on technical analysis to help them learn how to trade stocks more effectively.

3.4. Seamless User Account Integration

The seamless integration between the academy and the trading account is a key factor in converting beginner investors (F0) into committed, long-term investors with the company.

Progress synchronization:

• Users can track their learning progress.
• Review completed investment courses.
• Receive certificates (if any) directly in their trading account profile.
• Creates a unified, professional journey.

Relevant product recommendations:

• The system automatically recommends suitable investment products based on the knowledge acquired.
• Example: Completing a derivatives course triggers a suggestion to open a derivatives account or receive advanced consulting.
• Drives conversion, helping investors make smarter decisions.

3.5. Gamified Learning to Boost Engagement & Community Connection

Applying game elements turns learning into an interesting, engaging experience, eliminating the dryness of traditional methods. As a result, beginner investors (F0) are encouraged to return to the platform regularly, contributing to the creation of a vibrant investor community.

Points and badges:

• Rewards for completing courses or achieving high quiz scores.
• Bonuses for interactions (watching videos, reading materials, participating in forums).
• Creates strong motivation for learners.

Leaderboards and challenges:

• Build leaderboards to foster healthy competition.
• Weekly challenges/missions encourage interaction.
• Helps improve rankings.

Building a structured online stock investment academy becomes a dual strategy: effectively educating beginner investors (F0) while serving as a powerful marketing and business tool. The academy converts beginners into loyal clients while elevating and strengthening the brand.

4. Comparing Traditional Training vs. E-learning in Stock Investment

Digital transformation in training has significantly changed how securities companies approach beginner investors (F0). Comparing the two models highlights the clear advantages of an online stock investment academy:

Traditional training:

• Learning space limited to a fixed location.
• Fixed schedules create challenges for learners.
• High operational costs for facilities and instructors.
• Difficult to scale to meet market demand.
• Content is hard to personalize for each learner.

E-learning on the website (Online Stock Investment Academy):

• Learners can access courses anytime, anywhere.
• Learning content is easily personalized.
• E-learning integrates well into the company’s digital ecosystem.
• Easy to measure effectiveness through learner data.
• Quickly updates knowledge according to market changes.

Conclusion: E-learning far outperforms traditional methods by significantly shortening the learning curve for beginner investors (F0). 

5. Technologies Needed to Deploy an Online Stock Investment Academy

To effectively deploy a stock investment academy on a website, you need to integrate core technologies such as a Learning Management System (LMS), CRM/CDP, Gamification Engine, along with trading account integration and professional video streaming.

Learning Management System (LMS)

• The operational center of the academy.
• Tracks progress, manages users, and interactive tools.
• Manages all stock investment courses, content (videos, materials, quizzes).

Content storage and distribution infrastructure

• Ensures fast access speed for stock investment video lectures and materials.
• Uses cloud storage (AWS S3, Google Cloud Storage) combined with CDN.
• Optimizes content loading experience.

Personalization and data analytics technology

• Deploys databases and analytics tools (BI, AI/ML).
• Collects and processes stock investment learning data for personalization.
• Suggests suitable courses, investment learning paths, and AI-powered chatbot support.

System integration

• Ensures seamless connection with the securities company’s existing systems.
• Connects trading accounts and CRM via API.
• Synchronizes data, optimizes experience, and drives user conversion.

Security and compliance:

• Applies advanced data security measures (encryption, access control).
• Complies with personal data protection regulations, with regular security audits.

Wecan Group recommendation 

The academy should be built on an open platform, easy to scale and upgrade in the future. This platform should be capable of integrating advanced AI tools such as AI in investment training, virtual learning assistants, and personalized content, to optimize educational effectiveness and deliver a modern learning experience.

6. The Future of Online Stock Investment Academies

Online stock investment academies will grow strongly, driven by technological advances and market demand.

Deep personalization with AI:

• AI analyzes learner behavior, strengths, and weaknesses.
• Creates customized learning paths and materials.
• AI chatbot provides instant support.

Multi-dimensional interactive experience (VR & AR):

• Beginner investors (F0) practice trading stocks in a virtual exchange.
• AR displays live analytical data.
• Enhances lively and effective learning.

Bite-sized learning (Microlearning & Nano-learning):

• Content divided into ultra-short, easy-to-digest lessons (microlearning).
• Even smaller “nano-learning” modules lasting just a few minutes.
• Fits busy lifestyles and improves focus.

Data-driven training:

• Deep integration with live market data.
• Analyzes real-life trading case studies.
• Develops evidence-based decision-making skills.

Expert community & mentorship:

• Strengthens community features, connecting learners.
• Links to experienced investors (mentors).
• Encourages in-depth knowledge and experience exchange.

Blockchain-based transparent certification:

• Uses blockchain to issue course certificates.
• Ensures transparency and prevents forgery.
• Makes certificate verification simple and reliable.

An online stock investment academy will be a strategic lever for securities companies to maintain competitive advantage and build a strong investor community.

Ready to transform your investor acquisition and retention strategy?

The online stock investment academy is the key solution. Wecan Group offers:

• Comprehensive digital transformation solutions
• Integrated e-learning platforms, from basic to advanced.
• Elevating reputable, transparent securities company brands.
• Sustainable value turning beginner investors (F0) into loyal, profitable clients.

Contact Wecan Group 098.44.66.909 (Mr. Nam) for a free consultation on the most suitable solution for your securities company!