When running a financial planning business, the product IS the financial plan. Learning to run a business requires strategic and tactical learning. Task specific learning is for the technicians within each business. To give sufficient scope for planners to learn client fulfillment, which is the production of a financial plan, the delivery of a financial plan and the ongoing servicing of the plan, a separate learning platform has been created.
This is FP Learning. It has been designed to reflect the financial planning process and allow users to learn at any time, from relevant content.
The PDP’s document library is available to all users to assist them in building their own solutions. Users can create their own tools and templates to enhance the system solutions on offer using the Manager Solutions tools that include:
There is a gradual shift away from the traditional teaching and training methods within businesses today. Traditional methods have been based upon academic qualification. These include:
Today the trend for learning is towards unstructured learner centred models designed to meet specific needs of learners. The models for learning are transitioning between the traditional and the new so both methods of learning need to be accommodated in the creation of learning platforms for business.
Learners today choose structured or unstructured learning approaches. The structured model walks users through the education process through a series of regular learning objectives, engagements with their business coach and assessment of their ongoing application of learning materials, with variable time frames depending on the preference of the learner. Unstructured learning allows the learner to choose their learning requirements based on interest or demand at a time which suits them.
FP Solutions provide a free business assessment questionnaire to new users. This questionnaire creates a baseline for the new users' business, refining which aspects of the business are in good health and those that require attention.