Online Training
Empowering Fund Managers, Product Distributors, Wealth Managers and IFAs Request a Demo
Online Training
Empowering Fund Managers, Product Distributors, Wealth Managers and IFAs Request a DemoFlexible
Learn anytime anywhere, content is available 24/7.
Accessible 24/7, delegates can dip in and out of the training content and can progress at their own pace.
Specific
Training can be kept current with legislative or budget rule changes without the need/cost of wholesale rewriting of training material.
Affordable
Reduces the need for travel, accommodation and venue hire costs resulting in lower training delivery costs.
Global Reach
Easily deliver to an audience across multiple locations.
Online training is not limited to a specific location, instantly providing a wider reach.
Increased Capacity
Removes the need to hire a venue to deliver the training so there are no limits on the size of your audience.
Auditable
Staff training records and progress are stored in a secure admin area. HR friendly and factual for use in periodic Staff Appraisals.
Fund/Product Knowledge
The vast array of funds and products on the market continues to evolve at a rapid rate making it an unenviable challenge for Advisers and Firms to stay abreast. Yet the regulatory requirement to do so in order to provide high quality advice is undiminished. Ensuring that your advisers are fully equipped is imperative not only from a compliance and regulatory perspective but also in continuing to win new clients and grow FUM. Equally, as a product provider, ensuring your product information is clear and readily understood is a key component in driving investment funds into your products.
Compliance & Policy
The financial sector is a universe of complex regulation. Moreover, it is dynamic and ever changing. Staff are required to be fully aware of policies and regulations and the time, cost and resource which is often absorbed in ensuring this is the case is substantial. Delivering these updates through your own auditable training and development platform is both efficient and cost effective.
Skills & Development (CPD / T&C)
Enhance and develop employee skills in the workplace. Improve productivity and boost confidence. Developing your workforce ensures that you remain competitive and it is vital for securing the future of your business. Skills and development training can provide your business with knowledgeable, confident employees who have the skill set to positively affect performance and productivity.
On-boarding
The first taste a new employee will have of your business’s culture. A glance into the heart and soul of what you do and how you do it. Your history, your values, your ethic. Help your new starter to gain an insight into your business and immerse themselves in the ambiance of your organisation. On-boarding and Induction training helps new employees to feel positive, engaged and motivated.
Platform Features
Branded
Content Management
Unlimited Content
Responsive
Secure Access
Secure Hosting
Course Features
Intelligent Course Builder
Flexible Content
Advanced Quizzing
Drip-feed Content
Course Prerequisites
CPD Certificates
Admin Features
User Profiles
Email Notifications
Group Management
Detailed Reporting
Activity Stream
Progress Chart
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