Financial services is a whole lot more than buying low and selling high. It’s a wider industry that encompasses hundreds of financial solutions and products that ranges from the holdings of an index on one of the 11 major stock markets to the array of insurance policies offered. Understanding everything your company offers could become a major task for financial planners and associates to fully grasp without a structured training program to be offered.
Of course, scheduling a training program is a lot easier said than done. With the average financial services company having close to 5,000 associates to train, preparing training courses that align with your instructors’ availability and learner attendance can prove to be difficult especially if you’re relying on spreadsheets to do the scheduling.
That’s where we come in. Training Orchestra’s training management resource system is a system that addresses course scheduling issues for financial professionals continued training.
Instead of having your back-office team manually cross-compare spreadsheets to plan course schedules and assign instructors, Training Orchestra lets you cross-compare your calendars with scheduled timelines on one software system so you’re wasting valuable time in Excel.
You’d think that onboarding new financial planners would be easy, however managing training for a team of investors that spans the globe is close to impossible. Training Orchestra makes it easier for us to make sure all of our associates and directors are in the know about the latest financial products we offer.
Training Management & Scheduling Software for Financial Professionals