Online Learning Center. Educating Financial Services Professionals

Transcription

1 Online Learning Center Educating Financial Services Professionals

2 3 Proven Solutions That Deliver Results 4 Our Approach 5 What Sets Us Apart 6 Our Offerings 7 How We Deliver 8 Platform 9 Testing 10 Reporting 11 Product Integration 12 Systems Integration 13 Learning Platform Customization 14 Technical Specifications

3 PROVEN SOLUTIONS THAT DELIVER RESULTS Greene Consulting is a thought leader in the financial services industry providing online learning and certification programs that deliver measurable results. This statement is the core of what defines us to our clients. 3

4 ENHANCING THE CLIENT EXPERIENCE AND INCREASING PRODUCTIVITY OUR To deliver a distinguished client experience and increase productivity, professionals must be equipped with more than just textbook knowledge. They must be confident in their ability to use their knowledge to build and deepen client relationships. Our approach is uniquely structured to equip professionals with the knowledge they need to be effective, the skills needed to apply their knowledge and tools to support more effective client engagements. This multi-dimensional approach distinguishes our solutions from traditional elearning that lacks the depth and focus required to impact productivity. APPROACH KNOWLEDGE COURSES Equipping individuals with the practical knowledge required to be effective in their role SKILLS COURSES Empowering professionals with the ability to apply their knowledge to build deeper, more profitable client relationships PRODUCTIVITY TOOLS Providing access to powerful management tools and resources that support ongoing productivity PROVIDING SUSTAINABLE COMPETENCY One of the greatest struggles faced by organizations is achieving and maintaining companywide competency of all employees. Seeking to do all your training in a classroom setting can be an exercise in futility, often taking too long to achieve across-the-board competencies and virtually impossible to maintain when turnover and new hires are taken into account. That is why we are committed to elearning solutions. Used in combination with in-class training or used alone, elearning can dramatically enhance your training efficiency and effectiveness, while providing a 24/7 training curriculum that can address a myriad of training needs from the single new hire to the large audience of current employees. 4

5 WHAT SETS US APART KEY ELEMENTS - COMPETENCY-DRIVEN - SOLUTIONS THAT ADAPT TO INDIVIDUALS - 30-YEAR FOCUS IN FINANCIAL SERVICES - EXPANSIVE CURRICULUM - ROLE-SPECIFIC COURSEWORK FINANCIAL PROFESSIONAL FOCUS Greene Consulting has developed the only elearning solution developed specifically for the financial industry, equipping professionals with the knowledge and expertise required to be successful in this highly competitive market. COMPREHENSIVE SCOPE OF CONTENT Our unparalleled scope of content enables organizations to address the needs of a broad range of professionals, from Branch employees to highly-experienced Product Specialists and seasoned Financial and Wealth Advisors. FOCUS ON INCREASING PRODUCTIVITY Knowledge without application is meaningless. Our unique blend of case study-driven training with practical, application-focused tools and support resources ensures financial management professionals possess both the competence and confidence required to build deeper, more profitable client relationships. ROLE-SPECIFIC SOLUTIONS Our unmatched breadth of content enables organizations to deliver highly-targeted solutions that address the core needs of financial professionals at each step of the professional development continuum, equipping firms with the resources they need to develop a strategically-structured Talent Development Process. COMPETENCY-DRIVEN TRAINING TARGETS We believe training is never complete until role-specific competency is achieved. That is why our elearning regimen gives learners as much time, as much practice, and as many attempts as necessary to achieve success. Training doesn t stop until EVERY employee demonstrates achievement of targeted competencies. No other methodology can make that commitment. CURRICULUM TAILORED TO INDIVIDUAL LEARNERS Our training platform is designed to adapt to the current knowledge and application skills of the individual learners. Through pre-testing, curriculum can be adapted to each learner, thereby maximizing learning efficiency and increasing engagement. Learners avoid wasting time being bored on material they have already mastered, while being challenged and engaged to stretch toward higher levels of competency. 5

6 OUR OFFERINGS ONLINE UNIVERSITIES Whether your organization has its own internal learning management system (LMS) or not, we offer a turnkey solution for establishing your own elearning university. With seamless access from your own intranet, we can have your university up and running in a matter of days, not weeks or months. elearning STAND-ALONE For those training needs where in-class training is either not needed or not practical, our extensive curriculum is designed with the capability of standing alone. With a training platform that is intuitive and easy to navigate, learners can study on their own schedule and pace, accessing coursework and exams 24/7. elearning BLENDED WITH IN-CLASS When your goal is knowledge and skills enhancement, especially when it comes to sales and leadership skills, the best approach is often a combination of live in-class training and elearning. With over 30 years of experience in consulting for the financial service industry and offering sales and leadership training, we offer a comprehensive scope of blended solutions that leverage the strengths of both vehicles of delivery. 6

7 HOW WE DELIVER GREENE CONSULTING ASSOCIATES, LLC. ALL RIGHTS RESERVED. 7

8 PLATFORM Greene Consulting s online learning capability serves as an Application Services Provider (ASP) to the financial services industry. Whether an organization is seeking industry certifications, off-the-shelf curriculums, or training on organizational products and procedures, Greene Consulting s online learning platform offers a quick, turnkey solution with any internet connection 24/7/365. 8

9 TESTING While different roles of a financial services organization require various skill sets, an integral part of Greene Consulting s learning platform is the ability to assess and certify a requisite level of knowledge on a given topic. All of Greene s 125+ technical knowledge courses include the ability to Pre-Test and Post-Test a learner s level of knowledge. If a professional has been in the industry for a number of years and has been working with a number of these topics, they have the ability to pre-test out of the training and certify their knowledge level prior to going through the course. If a learner does not meet the required benchmark, they can take a post-test numerous times to ensure they meet the benchmark for required knowledge. Greene s learning platform has banks of thousands of questions which randomize upon accessing each test. This ensures the learner truly grasps the concepts vital to their role. 9

10 REPORTING Greene Consulting s learning platform gives management the ability to track the progress of learners in real time. Both learners and managers have the ability to track their own status and/or the status of direct reports. All reporting data can be exported in CSV format, giving training administrators the ability to manipulate the data to their needs. As an added service, Greene Consulting also offers the ability for organizations to request data feeds, which can include specific information to the organization on a timely basis per the organizational standards. KEY ELEMENTS - REAL-TIME STATUS UPDATES - MANAGER ACCESSIBLE - EXPORTABLE DATA - DATA FEEDS TO COMPANY 10

11 COMPREHENSIVE SCOPE OF PRODUCT INTEGRATION Greene Consulting s 125+ off-the-shelf courses include up-to-date practical knowledge for dealing with disciplines of: - Managing Expenses and Banking - Borrowing - Small Business Banking - Planning and Saving (for Bankers) - Education Planning - Insurance Planning - Retirement Planning - Investment Planning - Sales and Relationship Planning - Estate Planning - Tax Planning FINANCIAL SERVICES Courses can be used off-the-shelf or customized (as an added service) to include an organization s own procedures or products. Greene Consulting has the capability to either customize existing courses or develop proprietary course material as an added service. Our subject matter experts can work closely with your organization s professionals to develop these additional materials and integrate them within the learning platform. TOPICS 11

12 SYSTEMS INTEGRATION With the investments many organizations have made with internal learning management system technologies, there are times organizations prefer to have learners maintained on their internal university platforms. Greene Consulting has broad experience in working with organizations in this capacity and can work with organizational learning technology teams to coordinate systems integration. Whether organizations prefer SCORM or AICC communications, Greene Consulting technology teams have the capability to lead and guide this integration process. 12

13 LEARNING PLATFORM CUSTOMIZATION HOMEPAGE Create custom imagery used to reinforce the program, highlight key messages, and provide users with quick direction. Incorporate your logo and customize your program name. Include Leadership quotes to convey a unified message from management. Keep users informed with program news and updates. ONLINE COURSEWORK With our extensive online course library, your program can be customized to meet the specific needs of your organization. MANAGER RESOURCES Custom resources are developed to ensure leaders have the resources needed to implement, coach, and sustain the program. 13

14 TECHNICAL SPECIFICATIONS At Greene Consulting, we strive to provide our users with a dynamic experience. And in order to do so, we recommend the following system requirements: INTERNET CONNECTION 56kbps or higher connection INTERNET BROWSER Internet Explorer v.5.5 and higher ( Mozilla Firefox v.1.5 and higher ( ADOBE ACROBAT Adobe Acrobat Reader v.7.0 or higher ( ADOBE FLASH Adobe Flash Player v.8.0 or higher ( WINDOWS MEDIA Windows Media Player v.9.0 or higher ( BROWSER PLUG-INS Adobe Acrobat Reader v.7.0 or higher ( Adobe Flash Player v.8.0 or higher ( Windows Media Player v.9.0 or higher ( 14

15 Greene Consulting The Waterstone Building 4751 Best Road Suite 450 Atlanta, GA