Challenges
The AMC needed to train and certify its internal Relationship Managers (RMOs) as well as external third-party financial intermediaries on various financial products and processes. They required a system that can handle:
-
- Differentiated Learning Paths: There are courses common to both RMOs and intermediaries, but also some specific to each group.
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- Evaluations and Certification: Assessments were needed after every topic and a final exam was to ensure knowledge retention. Upon successful completion, participants received a certificate.
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- Content Creation Support: The AMC had a shortage of resources to develop all the training content themselves.
Solution
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- Flexible User Groups and Permissions: Learngenie allows the creation of separate user groups for RMOs and intermediaries. Content can be assigned to specific groups or individuals.
-
- Course Structure with Assessments: Learngenie can be configured to deliver courses with modules. Each module can have quizzes or assignments to evaluate learner understanding.
-
- Final Exam and Certification: A final exam can be set after all the modules are completed. Learngenie can automate the certification process upon successful completion.
-
- Content Curation Assistance: Finlabs, with its expertise in finance, provided the support required by the AMC in developing and acquiring high-quality training content specific to the financial domain.
Benefits for the AMC
-
- Efficient Training Delivery: Learngenie streamlines training for both internal and external audiences.
-
- Standardized Knowledge and Certification: Ensures all RMOs and intermediaries possess the necessary knowledge and skills.
-
- Reduced Training Costs: Saves time and resources compared to traditional instructor-led training.
-
- Improved Compliance: Documented training records demonstrate compliance with regulatory requirements.
-
- Additional Considerations:
-
- Learngenie’s mobile app allows for on-the-go learning, making it convenient for busy professionals.
- Reporting and analytics functionalities within Learngenie can help the AMC track learner progress and identify areas for improvement in the training programs.
Challenges
The AMC needed to train and certify its internal Relationship Managers (RMOs) as well as external third-party financial intermediaries on various financial products and processes. They required a system that can handle:
-
- Differentiated Learning Paths: There are courses common to both RMOs and intermediaries, but also some specific to each group.
-
- Evaluations and Certification: Assessments were needed after every topic and a final exam was to ensure knowledge retention. Upon successful completion, participants received a certificate.
-
- Content Creation Support: The AMC had a shortage of resources to develop all the training content themselves.
Solution
-
- Flexible User Groups and Permissions: Learngenie allows the creation of separate user groups for RMOs and intermediaries. Content can be assigned to specific groups or individuals.
-
- Course Structure with Assessments: Learngenie can be configured to deliver courses with modules. Each module can have quizzes or assignments to evaluate learner understanding.
-
- Final Exam and Certification: A final exam can be set after all the modules are completed. Learngenie can automate the certification process upon successful completion.
-
- Content Curation Assistance: Finlabs, with its expertise in finance, provided the support required by the AMC in developing and acquiring high-quality training content specific to the financial domain.
Benefits for the AMC
-
- Efficient Training Delivery: Learngenie streamlines training for both internal and external audiences.
-
- Standardized Knowledge and Certification: Ensures all RMOs and intermediaries possess the necessary knowledge and skills.
-
- Reduced Training Costs: Saves time and resources compared to traditional instructor-led training.
-
- Improved Compliance: Documented training records demonstrate compliance with regulatory requirements.
-
- Additional Considerations:
-
- Learngenie’s mobile app allows for on-the-go learning, making it convenient for busy professionals.
- Reporting and analytics functionalities within Learngenie can help the AMC track learner progress and identify areas for improvement in the training programs.
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From Invisible to Indispensable: Making Financial Planning More Valuable