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Client:
Investment services division of major consumer bank
Engagement:
Existing training materials for newly hired financial advisors were outdated and incomplete. Incumbent, as well as new, trainers were unable to deliver consistent messages across various locations. The five-day training program was lecture-intensive, resulting in insufficient transfer of requisite skills to the workplace.
Deliverable:
A complete needs analysis using input from key business decision makers was performed. We recommended and outlined modules of instruction that met the needs analysis requirements.
All material necessary to support in-branch completion of segregated, individual pre-program certification requirements was developed.
Competency-based modules of instruction that support adult learning, including application exercises for performing critical job functions were created.
New, accurate, complete and relevant instructor and participant materials and job aids were written. Materials were also created for identified “gaps” in the program.
A leader’s guide, with specific instructional scripts, timelines and sequences to assure consistency across leaders and venues was produced.
Result:
Graduates from the financial advisor training program report a higher level of confidence and an immediate and consistent ability to perform key functions on the job. Initial production revenue of graduates increased due to the more rapid certification in additional products.
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Advisory
