Empower your financial services teams with POE Potential!
No product or service has ever been developed, designed, sold or serviced by anything other than people. Your organization’s ability to leverage the potential of your human capital is the key to innovation, performance and success - it is the only true competitive advantage. Period.
POE will partner with your organization to design, develop and deliver virtual and classroom training programs and performance processes to maximize the potential of your people.
It doesn’t matter what you know; it matters what you can do. POE’s online training programs are highly interactive, containing videos, activities, assessments and real-world assignments that emphasize application as well as knowledge. In addition, courses can be used to satisfy continuing education requirements for the CFP®, and CRC® designations as well as many others. Benefits include:
- POE Learning Burst Courses (coming early 2019): These online self-study courses will cover behavioral concepts that focus on action-oriented, client-centric financial planning that influences behavior without selling or pushing product.
- Customized Offerings: From working with public, non-profit or private sector employer sponsored retirement plans to advising high net-worth clients, there is significant diversity in advisor needs. POE can partner with your organization to develop customized online and classroom curricula and training programs to address the unique needs and strategic focus of your team.
Live Virtual and Classroom Training
If a more integrated and personal training program is desired, all learning programs can include webinar and classroom training.
Learning Management System (LMS) Services
Online courses are held on POE’s LMS. Organization that purchase multiple memberships have full access to monitoring course results as well as the ability to assign and remove memberships from their team members. Packages can also be negotiated for courses to be held on an organization’s private LMS.
Performance Management Training for Financial Services Leaders
At the core of a leader’s ability to drive change and high performance is the environment they create that influences the behaviors of those they lead. POE’s training empowers managers and leaders with the performance management principles and practices to engage their people, and build Empowered Engagement cultures.
POE can partner with you and your organization for your writing needs; including: marketing materials, articles, SEO optimized online content and copy, research and ghost writing as well as curriculum and training resources.