The client is a US-based financial institute for investment management professionals. They were looking to upgrade their older training built in Flash to a newer and more modern HTML5 format. In addition, they wanted a shorter version of the course available as JIT (just in time) training for their field agents.

This training was designed as part of the induction program for new joinees into the institute. It covers the basics of credit risk, the process, the 5Ps and 5Cs of credit analysis, and how to calculate the creditworthiness of a business or organization.

Considering the nature of the content, we chose to have a level 1 approach where all text was onscreen, supported by relevant media in the form of illustrations, icons and infographics. To keep the dry nature of the content engaging, we added a variety of interactivities which allowed learners to have an active learning experience. The module includes inline questions to test the learner’s understanding from time to time.

For the mobile audience, we built a simpler level 1 in a pure responsive tool which served as JIT training. These micro-learning nuggets were delivered post the initial training and the learners could refer to these snippets whenever they needed to, without having to take the larger course again.

Icons and infographics along with illustrated drawings

Articulate Storyline 360 and Articulate Rise