Customized eLearning Delivery
Our entire video content library can be delivered in a SCORM wrapper to plug into any LMS. Here is an example of a single micro-learning course.
Investment Management Slide Deck – Example Deck
Investment Management Foundations – Sample Course
Module 1
Module 2
Module 3
Below is an example of a Customized eLearning Solution
CONTACT US TO CREATE A SOLUTION FOR YOU
We have 180+ hours of Capital Market, Wealth Managment and Operations training. We can take any of this content and develop any number of micro-learning paths that align with your business goals.
The example to the left was created as a POC for a client who wanted, both video training in additional to traditional elearning engagement tools for their staff. For them, we created the following deliverable:
| Course Name | Expected Length | |
| Understanding the Capital Markets | 16 | hours |
| Wealth Management Strategies and Solutions | 17 | hours |
| Consultative Process | 4 | hours |
| Basics of Investing | 1 | hours |
| Investment and Taxation | 1 | hours |
| Retirement Planning | 2 | hours |
| IRA Basics | 1 | hours |
| Qualified Plan Rollovers | 2 | hours |
| Investment Strategies & Retirement Cash Flow Considerations | 2 | hours |
| Environmental and Social Governance Investing’s | 1 | hours |
| Socially Responsible Investing | 1 | hours |
| Understanding Tactical Asset Allocation | 2 | hours |
| Value Investing | 2 | hours |
| Investment Objectives and Risk | 1 | hours |
| Mutual Funds 101 | 1 | hours |
| Advanced Mutual Funds | 1 | hours |
| Behavioral Economics and Investing | 2 | hours |
| Behavioral Finance | 1 | hours |
| Business Financial Statement Analysis | 3 | hours |