Audio narration is used to deliver the instructional message while bulleted text and graphics support the narration and reinforce what the advisor hears. Video role-play is used where appropriate. Interspersed throughout the instruction are interactive “Quick Check” questions based on realistic scenarios that require advisors to apply what they have just learned. Pop quizzes also appear at key points to reinforce learning and keep the advisor’s attention. Feedback for correct and incorrect answers is immediate and instructive. Each session concludes with a summary recapping content presented in the topics.
For an additional fee, print material can supplement each session including job aids and a series of scenario-based practical exercises. The practical exercises are designed to help advisors obtain direct experience in dealing with clients of different ages, occupations and financial planning needs. The objective is to help advisors transact business as they progress through the course.
For an additional fee, print material can supplement each session including job aids and a series of scenario-based practical exercises. The practical exercises are designed to help advisors obtain direct experience in dealing with clients of different ages, occupations and financial planning needs. The objective is to help advisors transact business as they progress through the course.
Whether at the office, at home or on the road, 24 hours a day, seven days a week, advisors can enjoy the freedom of learning on demand. All you need is an Internet connection and a few minimum system requirements:
- Internet connection (broadband recommended)
- Internet Explorer 5.5+, Firefox, or Safari browser
- Adobe Flash Player (version 6.0 or higher)
- Audio speakers
