Training Services
Curriculum Development
We have the capability to develop entire custom training material, or supplement a client’s existing curricula, with market-driven financial training seminars. We ensure training meets the organization's vision and goals, and fully supports the training processes, materials, tools and methodologies as part of an integrated, organizational framework.
Customized, Skill-Based, Highly Interactive Training Seminars
We strongly believe that for training to be successful, it must be highly relevant, specific to the groups needs, easily accessible, provide immediate feedback and ongoing follow-up. Accordingly, our workshops and training are "made-to-order". We design your delivery program methods after meeting with clients to identify their core needs and target audience. Therefore, you will always receive a unique, custom-fit program for your client group. Our hallmark is the ability to understand each clients specific needs, markets, challenges, culture, and then customize our skill-based resources. Our goal is to provide experienced based training so that participants can make future decisions surround financial awareness. Seminars are available in online resources for easily accessible and highly effective use.
Training Needs Analysis
Our process begins with a focused interview process to discover your client needs. We will uncover market insight, skill challenges, priorities, group dynamic, and time allowable to develop our program layout. We will uncover and identify core objectives and build resource rich training material to meet your goals. We identify the main points of interest in your groups financial goals and assess, address, and accomplish.
Train-the-Trainer Options
Our workshops and training programs on Financial Education and Relocation Services can be provided in a "train-the-trainer" format. We provide comprehensive Facilitator's Guides, Skill Packets, Coaching Checklists, and Workshop Presentations. We will train your coaching team and provide them with the tools needed to financially educate your group. To ensure that trainers achieve the skills needed to effectively deliver we implement the following expectations:
Understand the content, training process and timing of the program.
Demonstrate how to deliver the curriculum content
Understand and advocate a needs-based relationship approach.
Be open to learning new material.
Recognize that financial awareness and well-being is a life-long process.
Training Evaluation and Measurement
For customized training requests