Interactive Services

Award winning elearning solutions, designed by elearning professionals. Interactive creates custom blended elearning solutions using elearning 2.0 technologies in areas such as compliance, channel, partner and sales.

Blended Solutions

Here’s a sample of a blended solution for a financial advisor(FA) new hire program. Roll your mouse over each section to view how the program comes together and to learn more about the blended program’s formats.

Analysis & Planning

Self Study Workbook Series

Virtual Study Series

Exams

Classroom

Online Evaluation

Workbooks — contains core introductory content as a part of a modular self-study program. Workbooks range in duration from 2 to 10 hours and include practical exercises (for later classroom discussion) and reflective self assessments.

Virtual Study — Web casts containing key corporate messages, presentations, and product/service offerings are made available (live and recorded) to the FA at scheduled intervals.

External Exams — the blended program allows learner time to prepare for external study programs associated with the FA, such as Series 6 and 7 exams.

Classroom — takes the concepts learned and knowledge gained in branch and applies them to real world scenarios/situations using practical exercises, role-playing, and group activities. Also includes expert/guest lectures, coaching, and specialist modules.

Evaluation — offers continual and final assessment of the FA’s progress. Can be in-branch (conducted by the branch manager) online or classroom-based. They are designed to test FA competencies, based around the program’s terminal and enabling objectives.


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