Overview: In the complex world of finance, staying compliant with regulations is paramount. This project aimed to educate and empower our sales reps with the knowledge and skills required to navigate the intricacies of the California Consumer Financial Disclosure. The objective was not only compliance but also fostering a deep understanding of the importance of transparency in financial transactions.
Learning Objectives: Our primary goals were to demystify the legal jargon surrounding financial disclosures, enhance comprehension of California-specific regulations, and reinforce the significance of transparent communication with clients. By achieving these objectives, we sought to ensure that our sales reps could confidently guide clients through the disclosure process.
Tools used:
- Vyond for animation
- Articulate Storyline for course authoring
Design: This informative, fast-paced course was meant to deliver new information about changes in the lending industry without a lot of fluff. We kept it simple by using on screen text instead of voice over narration.
To keep the learner engaged, walkthroughs of where to find critical loan information was delivered through interactive buttons and hover features.
Finally, the learner tested there knowledge through a short assessment.
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Impact
Results and Impact: Early feedback from our sales team indicates a significant impact on their understanding of the California Consumer Financial Disclosure. Sales reps reported increased confidence in explaining the disclosure to clients, fostering a stronger client-advisor relationship built on trust and transparency. As we continue to gather data, we anticipate a positive correlation between this learning experience and improved compliance adherence.
Challenges and Solutions: Navigating the complex regulatory landscape presented its challenges, but proactive collaboration with legal experts and iterative testing helped streamline the content. Addressing these challenges head-on allowed us to create a more robust and effective learning experience.
Reflection and Future Improvements: Reflecting on this project, we recognize the ongoing nature of regulatory changes. The learning experience is designed to evolve alongside updates to the California Consumer Financial Disclosure, ensuring that our sales team remains well-informed and adaptable in an ever-changing regulatory environment.
Briana Gattis 