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STRATEGY > KNOWLEDGE/COMPETENCY
Investment Management Firm Meets Training Goals with Custom Curriculum
NEW YORK—June 29, 2006—New York Life Investment Management LLC has announced it has been using Zoologic, Inc.’s online course curriculum to strengthen the investment knowledge of its relationship management group.
According to the announcement, Zoologic worked with NYLIM to create a custom curriculum of online courses to provide core training on investment types and fundamental investment principles. Upon completion of the curriculum, the goal was to blend Zoologic online courses with a series of classroom training days, which was part of an in-house investment-literacy program that NYLIM haddesigned.
Before each class, associates reportedly were required to achieve 80% or better on the online test packaged with the Zoologic course so that the instructor was confident about the participants’ skill level and could spend class time applying the principles taught in the course to practical situations faced at by company representatives.
According to the announcement, this approach of combining online learning and classroom training was delivered over four months. At the end, participants were invited to prepare an investment presentation to give to the rest of the class, as if they were presenting to a client, enabling them to demonstrate what they had learned from the program and to receive feedback from the instructor and senior management.
“Participants who completed our Investment Literacy Program have demonstrable skills that empower them to provide even better service to our clients,” said Norma Lapointe-Casper, training & development, NYLIM, in the announcement.
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