Case Study: Upskilling with Minimal Disruption at a US Investment Management Company
Blending in-class training with online classrooms.
Discovering errors in collateral from your marketing team is a major concern for any firm, but it is critical when that material is used to support investment decisions. Upon identifying a skills gap, this firm sought a solution to build their team’s financial knowledge and understanding of the collateral the firm published, without interrupting their day-to-day workflow.
This is where we came in. We designed a 5-level program which took place over one year. Each level contained a series of self-study modules incorporating the client’s methodologies, webinars with Q&A sessions, and a live in-class session.
The in-class session focused on the firm’s marketing collateral and enabled participants to apply the content learned. The modules ranged from Applied Finance and Economics to Portfolio Performance, Asset Classes, and the Investment Process.
Through the implementation of virtual learning, participants were able to unlock practical finance skills with little impact on their working schedules.