E-learning system for retirement product sales force.
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The Directive
Learning Designs was tasked with developing a learning system to provide American Funds personnel with necessary information regarding various retirement products.
The Result
The Retirement Products Training System that LDI created provided up-to-date information regarding individual and employee sponsored retirement products. It was designed to be presented in an online format that consistently applied the principles of adult learning. LDI collaborated with American Funds to develop application exercises to be incorporated into the online modules. The training system included:
- An overview of American Funds retirement products and their suitability to various individuals and organizations
- Multiple interactive client-advisor discussion case studies built around potential questions or issues related to retirement products
- Links to specific sections of the Capital Group website providing additional in-depth information regarding specific retirement products
Want to schedule a meeting?
If you’d like to learn more about how LDI can build your training, reach out and schedule a time to chat.
