Formester for Training Institutes

Collect enrollments, feedback, training confirmations, and assessments , all in one place, no coding needed.

Create Form for Free
tick No More Paper Forms
tick Easy Tracking of Assessments
tick Faster Enrollments & Feedback

Key Benefits

Data Security First

Keep every training evaluation, compliance form, or acknowledgment form safe with encryption, password protection, and secure links.

Smart Automations

Speed up feedback collection and compliance tracking with logic, prefilled fields, and auto-emails. Perfect for evaluations, sign-offs, quizzes, and training requests.

Professional & Scalable

Build branded training forms that scale, from onboarding new hires to tracking 1,000+ completions, no devs needed.

Use Cases

Training Evaluations

Trainers often struggle to get honest feedback and measurable insights after sessions. Paper forms go missing. Digital surveys lack structure.

  • Use conditional logic to ask smarter, more relevant questions based on session type or trainer.

  • Auto-send evaluations right after each session—no manual follow-ups.

  • Export responses into readable reports to fine-tune your curriculum and delivery.

  • Set automated reminders to boost response rates from attendees.

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a screenshot of training evaluation form

Training Registrations

Admins get overwhelmed with messy email requests. Some requests get missed. Others are incomplete.

  • Build a clean, centralized request portal where learners can submit session, course, or certification requests.

  • Use smart routing to auto-assign requests to the right trainer, department, or location.

  • Filter and prioritize requests by urgency, team, or role.

  • Enable approval workflows so managers can sign off in a click.

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a screenshot of training registration form

Policy Acknowledgment & Training Confirmation

Institutes struggle to track who completed mandatory compliance trainings. Manual tracking wastes time and risks audits.

  • Send acknowledgment forms for every policy or compliance training.

  • Use logic-based reminders to nudge non-responders automatically.

  • Log every submission with timestamps and user info, perfect for audits.

  • Works great for HR compliance, fire drills, safety protocols, and code of conduct training.

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a screenshot of policy acknowledgement form

Pre-Training Assessments

Learners join with different skill levels, making training inefficient. Trainers waste time adjusting on the fly.

  • Create interactive quizzes to assess learner knowledge before any session.

  • Use logic to skip easy questions for experienced learners or dig deeper with advanced questions.

  • Score automatically and generate instant learner profiles.

  • Route them to the right course based on results.

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a screenshot of pre training assessment form

Post-Training Tests

Trainers don’t know if learners understood the material. Manually checking answers takes time.

  • Build smart quizzes with auto-graded answers and scoring logic.

  • Show personalized “Thank You” messages or next steps based on their score.

  • Email completion certificates instantly or notify trainers for follow-ups.

  • Sync data with your LMS or Google Sheets for tracking.

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a screenshot of post training assessment form

Compliance & Safety Training

Most training institutes use spreadsheets or paper logs for safety checks and incident reporting. It’s chaotic and hard to audit.

  • Digitize every safety or incident report form with e-signatures, file uploads, and timestamps.

  • Use dashboards to track training completion and incident history in real time.

  • Create smart workflows to escalate urgent reports or route them to safety officers.

  • Stay fully audit-ready with secure, cloud-based data storage.

→ View full use case

a screenshot of policy compliance form

How It Works

Step 1

1. Create a Form

Pick a template or use AI to build a training, evaluation, or request form in seconds.

a screenshot of creating a form in formester
Step 2

2. Customize It

Add questions, file uploads, or e-sign fields. Use logic to personalize by role and add your brand.

a screenshot of adding fields in formester
Step 3

3. Share & Track

Send via email, link, or embed. Get real-time updates, track completions, and automate follow-ups.

a screenshot of sharing in formester

Who is it for?

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Wealth Managers

Easily collect client info, check risk levels, and stay on top of rules, all in one place.

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Loan Officers

Make loan applications faster with step-by-step forms and quick document uploads.

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Accountants & CPAs

Gather tax details, receipts, and money-related info without back-and-forth emails.

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Insurance Agents

Send claim forms, update policies, and confirm training, all online and trackable.

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Finance Teams

Handle audits, expenses, and policy forms without using paper or spreadsheets.

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Investment Advisors

Ask the right questions to understand clients better and suggest the best plans.

FAQs

No. You can build and customize any financial form without writing a single line of code.

Yes. Use credit card and banking fields to collect payments securely.

Create tax forms, claim forms, KYC forms, invoice forms, insurance forms, and more.

Yes. You get a full dashboard to track every wire transfer form, tax declaration, or loan request.

Absolutely. All financial data is encrypted and stored securely.

Yes. Choose a plan that fits your needs. Free trial available.

Yes. Reach us anytime through live chat or email.