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Fundamental Risk Training

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Issue and Incident Management Training

Critical to an organization’s success, this training module gives individuals a clear understanding of the issue and incident management lifecycle from detection to resolution. Upon completion of this training, individuals will gain deeper understanding of how issues are identified, the inherent risks issues present to an organization, best practices for reporting and documenting issues, and strategies that may be deployed to resolve these concerns effectively and efficiently.

ELEVATE YOUR Knowledge through Our ISSUE MANAGEMENT Training today.

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Complaint and Feedback Management Training

Considering complaints and customer feedback is pivotal to understanding missed customer opportunities, pain points, and negative user experiences throughout the business. Upon completion of this training, individuals will have a better understanding of different complaint channels, effective methods for responding to individual complaints, and how to appropriately trend complaints for the purpose of identifying actionable root causes.

Become an invaluable source of Knowledge through Our Complaints Analysis Training.

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Individual Training Steps

  • Let us know what training would best support your career goals, provide some basic information, and we’ll set up an initial conversation to discuss your request.

    If there’s a specific risk or compliance area that would open up career opportunities for you, we can customize a training module to meet those specific needs.

  • We will request information to ensure the training matches your specific needs and existing knowledge, including your resume, prior certifications, and past training.

    During this initial due diligence, our staff is available to work with you to create, enhance and update a training program that maximizes its benefit to you.

  • We will work with you to create the logistics and parameters of your selected training program. This will include a Q&A session with an established subject matter expert for that specific area.

  • We will test your comprehension of the particular topic. These assessments are designed to evaluate your ability to apply these concepts, not to evaluate your rote memorization of these ideas.

    For this reason, these assessments are often open-book and allow you to use the notes taken during the training module.

  • We will provide you a summary of your results, including areas where questions were most commonly missed. We will schedule a brief exit session to discuss incorrectly answered questions and provide you with a confirmation of your training completion.

    If you are working towards a new certification or completing continuing education hours for an existing one, we will certify the number of training hours that can count toward those requirements.

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Business Continuity Exercises

With focused direction and collaboration, these exercises have the capability to cultivate working relationships across different departments, identify potential weaknesses, train your institution to think outside the box, and enhance the overall resiliency of your institution.

In leading these exercises, we present a valuable opportunity for your entire enterprise to actively engage, discuss, and learn from each other during these engagements, while also providing an independent perspective of potential gaps, weaknesses, and assumptions within your business continuity plan.

enhance your Continuity and Resiliency program Effectiveness Through NAQF.

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Enterprise-Wide Training Development Steps

  • Provide a summary of the training area(s) where additional development is desired along with basic information about your business, and we’ll set up an initial conversation to discuss your request and next steps.

  • We will request existing policies, procedures, process flows, training, control logs, self-identified issues and other information associated with the requested training area. During this initial due diligence, our staff is available to work with your business to create, enhance and update these materials.

  • We will compare the documents and information received to your business’s obligations and risks within the requested training area, and provide recommendations or requirements for enhancement.

  • We will coordinate a soft rollout of the new training, selecting a few employees to take and provide feedback on the training.

  • After considering and implementing the final updates to the training, we will provide access to all applicable employees at your company.

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Deliver Excellence, Gain Recognition.

In today’s competitive financial landscape, providing exceptional services and maintaining client trust are more important than ever. Our training programs help individuals and organizations stand out and demonstrate their commitment to quality and excellence.

Get in touch to elevate your brand and showcase your distinction.

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