Education & Learning
Education measures how effectively the broker helps clients build knowledge and practical skills. We review beginner materials, structured courses, platform tutorials, webinars, videos, ebooks, glossaries, worked examples, and risk-management education.
| Assessment Factor | Overall Weight |
|---|---|
| Beginner education | 25% |
| Structured courses and learning paths | 25% |
| Risk-management education | 20% |
| Platform tutorials and practical guides | 15% |
| Learning formats and content quality | 15% |
Beginner Learning Resources
| Beginner Content Coverage | Points |
|---|---|
| Beginner material covers at least six core topics: forex basics, CFDs, leverage, margin, spreads, order types, risk management, trading terminology, or demo account use | 5 |
| Beginner material covers four to five core topics and is organized in a way that new traders can follow | 4 |
| Beginner material covers two to three core topics, but explanations are brief or not structured as a learning path | 3 |
| Beginner material covers only one core topic or consists mainly of short, scattered, or promotional content | 2 |
| No beginner education is offered, or content does not explain basic trading concepts | 1 |
Structured Courses & Learning Paths
| Course Structure & Progression | Points |
|---|---|
| Structured learning paths are organized by trader level and progress from beginner through advanced topics | 5 |
| Structured learning covers at least two trader levels or includes at least three ordered lesson groups | 4 |
| Some lessons are grouped by topic, but there is no complete beginner-to-advanced sequence | 3 |
| Educational content exists, but lessons are not grouped by trader level, topic, or sequence | 2 |
| No courses, learning paths, or structured lesson groups are offered | 1 |
Risk-Management Education
| Risk-Education Coverage | Points |
|---|---|
| Risk-management material covers at least five topics, including leverage risk, margin calls, stop-loss use, position sizing, volatility, negative balance protection, or capital allocation | 5 |
| Risk-management material covers three to four topics, including leverage, margin, stop-loss use, or responsible trading | 4 |
| Risk-management material covers one to two topics in addition to standard risk warnings | 3 |
| Risk information is restricted to short warnings without practical examples or separate risk-management lessons | 2 |
| No dedicated risk-management education is offered beyond legally required risk warnings | 1 |
Platform Tutorials & Practical Guides
| Practical Platform Guidance | Points |
|---|---|
| Platform tutorials explain at least five tasks, including account setup, login, order placement, chart tools, funding, withdrawals, account settings, or platform features | 5 |
| Platform tutorials explain three to four practical tasks, including order placement, chart tools, funding, or account settings | 4 |
| Platform tutorials explain one to two practical tasks, but funding, withdrawals, or account-management steps require extra verification | 3 |
| Platform guidance is restricted to short FAQs or screenshots without step-by-step task instructions | 2 |
| No dedicated platform tutorials or practical account guides are offered | 1 |
Learning Formats & Content Quality
| Format & Content Breadth | Points |
|---|---|
| Education is offered in four or more formats, including articles, videos, webinars, ebooks, glossaries, quizzes, interactive tools, or structured lessons; content covers beginner, platform, and risk-management topics | 5 |
| Education is offered in three formats and covers at least two core areas, including beginner trading, platform use, risk management, or strategy basics | 4 |
| Education is offered in one to two formats and covers at least one core area, but topic depth or organization is limited | 3 |
| Education is restricted to short articles, basic FAQs, promotional content, or scattered learning materials with little structure | 2 |
| No dedicated education section is offered, or educational content is inaccessible, outdated, or mostly promotional | 1 |