Custom eLearning for banking and financing businesses are flexible and scalable eLearning solutions that can address the training needs of all job roles at your banking or financing business. From compliance to product knowledge and customer management to technical skills development, a custom eLearning course built specifically for your banking or financing business can help shape the future growth of your business.

Why Choose Custom eLearning for Banking and Financial Services

In today’s fast-paced business environment, it’s essential to stay ahead of the competition. This is especially true for banking and financial service providers, whose departments and employees must keep up with ever-changing trends and innovations.

As a result, an increasing number of banking and financial service providers consider custom eLearning courses as an effective way to upskill employees and also keep them abreast with the latest industry developments.

Financial Services and eLearning Courses

Custom eLearning course for banking and financial services offers many benefits such as facilitating flexible training that is also on-demand, making it very valuable for businesses looking to upskill their employees in a time and cost-effective manner.

eLearning is a cost-effective and time-efficient training method when compared to traditional training methods. Using eLearning, your banking and finance business can save costs on hiring in-person trainers and paying for overhead costs such as travel, accommodation, and renting a venue.

In an industry where keeping up with changes in regulations are a constant, employees can learn at their own pace, on their own schedule, and from any location with an internet connection.

Finally, custom eLearning for banking and financial services can also be tailored to address the specific needs that arise among the many job roles making up this industry, keeping every employee and their job roles in mind.

eLearning courses for banking and financial services offer a flexible, tailored, and cost-effective way to keep banking and finance employees up to date with the latest trends and developments in the industry, and investing in eLearning can help businesses stay competitive, enhance employee skills and knowledge, and ultimately drive success.

Some Custom eLearning Courses that Global Banking and Financial Services Provider Often Build

Financial Services and eLearning Courses
Financial Services and eLearning Courses

Custom Compliance Training to Keep Banking and Finance Professionals Compliant and Informed

Compliance courses play a vital role in the banking and financial services industry. Financial institutions are subject to a vast array of regulations and failure to comply can lead to severe legal and financial consequences.

Compliance courses provide essential training for banking and finance employees to ensure they are up to date on the latest regulations and laws and also actively adhere to them.

One critical area of compliance training is anti-money laundering (AML). Banks and other financial institutions are required to have comprehensive AML policies and procedures to prevent money laundering and terrorist financing. Compliance courses on AML provide employees with the knowledge and skills to identify suspicious activities and transactions and report them to the appropriate authorities.

Another area of compliance training is cybersecurity. Cyberattacks have become increasingly prevalent in recent years, and financial institutions are a prime target. Compliance courses on cybersecurity teach employees how to identify potential cyber threats and how to protect sensitive information from data breaches. This is particularly important given the vast amounts of personal and financial information that financial institutions hold.

Compliance courses also cover ethical considerations, such as insider trading, conflicts of interest, and bribery. These courses ensure that employees understand their ethical responsibilities and know how to avoid actions that could compromise their integrity or that of their organization.

Overall, we can build any custom compliance course on a topic that is crucial to your banking and financial services business to keep you on top of regulations and laws and protect against legal and financial consequences.

By investing in custom compliance training, you can ensure that your employees have the knowledge and skills necessary to operate ethically and effectively in a highly regulated industry.

Custom eLearning Courses to Train and Test Financial Advisors

Custom eLearning courses are a fantastic tool for training new financial advisors and expert advisors in the banking and finance industry. These custom courses can cover a range of financial planning topics, from basic concepts to advanced strategies, and can be tailored to the needs of the organization and the individual employee.

One of the key benefits of custom eLearning courses is the ability to include assessments and testing features to ensure that each employee has a solid understanding of a chosen topic before interacting with actual customers.

Financial Services and eLearning Courses

This is particularly important in the banking and finance industry, where an advice provided to customers can have significant financial implications.

Assessments and testing features can take many forms, including quizzes, simulations, and case studies. These tools allow financial advisors to practice applying their knowledge in realistic scenarios, helping to reinforce their understanding of a concept. Assessments also provide valuable feedback to both the employee and the L&D, identifying areas where further training may be needed.

Another advantage of a custom eLearning course is the ability to build employee progress and performance tracking into the eLearning. This allows the organization to identify areas where additional training may be needed, as well as to recognize high-performing employees who may be ready for more advanced training and newer roles.

In addition to its effectiveness as a training tool, custom eLearning courses are also convenient and cost-effective. Employees can complete the courses at their own pace and on their own schedule, reducing the need for in-person training sessions. This can save both time and money for your business while still providing high-quality training for employees.

Custom eLearning courses are a powerful tool for training new financial advisors and expert advisors in the banking and finance industry. With their ability to cover a range of topics, include assessments and testing features, track employee progress, and provide cost-effective training, they are an excellent choice for businesses looking to improve the knowledge and skills of their advisors.

Financial Services and eLearning Courses

eLearning With Certification to Support Banking and Finance Courses

Custom eLearning courses for banking and financial businesses also support the ability to include certification options. Certification allow employees to complete courses and receive certificates to validate their training.

The certification features can be designed to be either time-bound or eternal, based on your business’ preferences.

The certification features in custom eLearning courses typically involve a final assessment or that employees must clear to earn their certificate.

These assessments are designed to test employee’s knowledge of the course material and ensure that they have a solid understanding of the concepts and strategies covered. The assessment results can then be used to determine whether the employee is certifiable.

One of the advantages of including certification features in custom eLearning courses is that it provides employees with a tangible reward for their efforts. By earning a certificate, employees can demonstrate their expertise and commitment to their work. Certificates are a powerful motivator and can help increase learner engagement and retention.

Another benefit of certification in custom eLearning courses is that it provides a clear and consistent standard for measuring employee knowledge and skills. This can help organizations identify areas where additional training may be needed and to recognize high-performing employees who are ready for more advanced training or new roles.

We Have Designed Custom eLearning Courses for Many Leading Banking and Financial Companies

We have extensive experience in designing custom eLearning for the financial services industry, including banking and insurance.

Our eLearning design services are also extended to professional training companies who resell our custom eLearning courses to their customers from within the financial services sector.

Financial Services and eLearning Courses

Our financial services training resources and programs are completely customized. We gather inputs and content from your subject matter experts and use the latest eLearning authoring tools to create visually appealing, professional, and standardized eLearning outputs that are tailored to address your banking and finance business needs.

Our custom eLearning courses for banking and financial services industry are designed to address every unique need of our clients. We leverage the latest eLearning authoring tools to deliver visually appealing and professional outputs that match the styles and branding of your business.

Visit our testimonials section to read about what some of our financial services clients have to say!