Our clients include:
Some organisations pay us to produce learning materials and training courses.
Learning materials (such as PowerPoint presentations and PDFs) can be produced to enable the organisations to deliver training themselves.
Full blended learning training courses (including videos, audio clips, PDFs, and case study-based assessments) can be produced to be uploaded to the organisation's intranet, website, or online Learning Management System.
This can save organisations enormous amounts of time, and ensures professional, quality content.
Our client, a financial services professional body, hired us to create an interactive T&C course which would be made available to its members via its online Learning Management System.
We produced a six-hour CPD course comprising an entire client file complete with fact-find, suitability report, and professional quality audio recordings of the pitch, fact-find, and presentation meetings. The objective of the course was for supervisors to evaluate the file and establish what went wrong!
Our client, a market-leading compliance consultant, required a video-based training course on the fair treatment of vulnerable clients. This would be available to its members and clients behind the paywall of its website.
We produced eight short videos (around an hour of screentime) covering compliance, soft and practical skills, and guidance from the FCA. The videos were supported by a comprehensive Course Booklet.
We produced a range of case studies for various roles within typical financial planning firms, with short-answer questions to test knowledge.
Our client, a market-leading compliance consultant, required a video-based training course on the Conduct Rules. This would be available to its members and clients behind the paywall of its website.
We produced five short videos (around half an hour of screen time) covering the main rules, the SMF rules, and disciplinary matters.
We produced a range of case studies for various roles within typical financial planning firms, with short-answer questions to test knowledge. This helped ensure that training was relevant to individual roles and that a "sheep dip" approach was avoided.
Please contact us at contact@practicalfinancialexams.co.uk or telephone 07447 892422 and we can arrange a no obligation discussion, at our expense, to discuss your needs.
Please contact us at contact@practicalfinancialexams.co.uk or telephone 07447 892422. We'd be delighted to answer any questions you may have.