Financial Education for Securities, Banking, & Insurance Professionals.
Corporate Consulting - What We Do
Here are just a few customized projects we've worked on recently:
- Customized online educational modules on investments, retirement planning, and health care financing.
- Executive leadership development programs.
- Introductory product training for home-office staff.
- Sales training for internal phone representatives.
- Online certification examinations to assess the effectiveness of in-house training.
- Web-based review sessions with our faculty.
- A live seminar to enhance the success of African-American advisors.
- A unique course on Women in Financial Services.
- Train-the-trainer programs for companies offering sales skills classes.
- Assessing a company's regional management structure and retention issues.
- Customized textbooks for company training.
- Company-specific white papers.
Choose From a Wide Range of TopicsProspecting, Marketing, and Sales Skills
Women and Financial Services
Retirement Income Distributions
Long-Term Care Insurance
Financial, Estate Retirement, and Senior Planning
And much more...
Meet a Wide Range of Business GoalsFast-start sales training
New product launches
Management succession planning
Home-office learning and development
Niche market sales training
Select From Flexible Delivery OptionsLive training sessions
Interactive online modules
Webcasts and webinars