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![]() Greene Consulting Broadens the Scope of its Training Offering with the Help of TopClass
TopClass provides the functionality to enable Greene Consulting to offer Financial Planning Certification Programs
Dublin, Ireland - January 23rd, 2007 - WBT Systems, one of the leading providers of enterprise e-Learning solutions, today announced that Greene Consulting Associates LLC, a leader in financial services training, has launched an online educational program, designed specifically for financial services professionals seeking to meet the Certified Financial Planner Board of Standards, Inc. educational requirements. WBT’s award winning e-Learning Suite is the robust technology at the heart of the online training program. Greene Consulting has been in the financial services training business since 1979. The company focuses on providing solutions for Wealth Management and Institutional Asset Management organizations, delivering many of its training solutions through an online portal, powered by TopClass, called SkillMark®. With experience in developing customized training solutions for many of the top Wealth Management organizations in the industry, Greene Consulting works closely with Financial Services organizations helping deliver customized, role-specific solutions necessary for the success of advisors in offering integrated financial planning solutions. Greene Consulting initially partnered with WBT Systems in the late 1990s at a time when they began migrating much of their in-class training content to the Internet. The volume of content production and level of customizations for each customer dictated the need for a repository to store and manage content objects. According to Michael Sorrow, Director of Technology, Greene Consulting, "We needed a Content Management System that would not just enable content reuse but also allow for personalized delivery based on learning competency. TopClass was an obvious choice for us and we’ve been able to utilize this technology in managing hundreds of hours of learning content. The personalization capability allows us to offer customized programs to corporations and extend our reach in assisting advisors seek industry recognized designations such as the CFP® certification." In June 2006, Greene Consulting partnered with the University of Georgia Terry College of Business and announced the launch of the - Greene Consulting Online Executive Program for Financial Planning Certification. This CFP Board registered program provides financial services professionals the opportunity to meet the Certified Financial Planner Board of Standards, Inc. educational requirements via delivery through SkillMark® the industry leading online training platform powered by TopClass. Through this partnership, Greene Consulting has been able to expand the scope of its training offering to include an educational program for those seeking to acquire this CFP® certification. Commenting on the news, Paul Dooley, CEO, WBT Systems says "Greene Consulting has a long history of delivering high-impact training and professional development to the top wealth management firms in the industry. TopClass is the technology at the heart of the training solution, providing direct access to instructors and experts, as well as extensive on-going participant support throughout the educational experience. Overall it makes this online offering truly distinct from the crowd." About Greene ConsultingGreene Consulting Associates was founded in 1979 and provides consulting and training services solely to the financial services marketplace. Located in Atlanta, Georgia, Greene Consulting has worked with the top providers of investment management and wealth management in both the United States and abroad. Focused on helping firms generate incremental revenue growth through more effective sales and relationship management strategies, Greene Consulting offers customized training programs in Financial Services Selling, a Sales Management program, Presentation Training that integrates proprietary products, and the comprehensive suite of online learning modules related to investments and wealth management dubbed SkillMark®. For more information about Greene Consulting or any of its products and services, visit the company's website at, www.greeneconsults.com or the online training site at www.skillmark.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board initial and ongoing certification requirements. |
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