Comprehensive Online Training for Financial Agents on Options Strategy
Client: A Large Corporate (BFSI) | Implementation: LMS
The Business Problem
One of India’s leading diversified financial services groups needed to train their agents on the topic of Advanced Options Strategy. The company offers asset management, insurance, lending, broking, investment banking, and wealth management services across India.
They required an effective training program for agents across multiple branches to help them understand options strategies and better serve clients.
Solution / Intervention
- Assembled a coherent course curriculum tailored to the agents' learning needs.
- Developed a learning theme aligned with the maturity level of the audience for better engagement.
- Converted the curriculum into interactive eLearning modules explaining strategy calculations in detail.
- Included multiple examples throughout the module to reinforce key concepts.