How to design complex product training [Finance elearning]

So you need to train your workforce on an exciting new product. How can you ensure your learners are as clued up and excited as you are? Turning complex financial product information into an effective piece of finance elearning can be tricky to get right. It’s not just about the numbers and charts. The good news is that there are plenty of great examples out there to help you get started. In this article, we get under the hood of one of our finance elearning examples, and share top tips for designing financial product training that works.

This example was created using an Elucidat template.

3 top tips for designing complex product training for finance elearning

Check out the top tips and tricks used in the above example that will help create a fun and engaging product training experience for your workforce.

1. Get the fundamentals right and keep it simple

We all know how tempting it is to jump in and add in a lot of extra detail, especially if you’re really excited about your subject matter. However, this often has the opposite effect – people either feel overloaded or become frustrated with trying to remember everything.

Finance example 1: complex product training

As an alternative: be selective about what you show learners first so they can gradually build up their understanding before adding complexity from there.

2. Apply real-life scenarios

Put your financial information into context for learners by embedding it in real-life scenarios. They can look up the terms and conditions of the latest loan as and when they need it, but what they really need to learn are the common use cases and common customer questions.

Finance example 2: complex product training

You don’t need to reinvent the wheel to deliver great scenarios. There are tonnes of elearning platforms and learning solutions out there that can easily help you introduce scenario-based learning content into your training programs!

3. Learning through doing

In order to become competent in any task, learners need time to practice what they’ve learned. By encouraging them to actively engage with training content, rather than reading through pages and pages of information, they will make sense of the outcomes much faster.

Finance example 3: complex product training

Once they’ve practiced the desired skill a few times in your online learning, they’ll feel much more confident when putting it into practice. They’ll also be able to learn from mistakes in a risk-free way.

Start producing high-quality finance training, every time

Ready to start designing engaging and effective finance elearning that meets your user’s needs?

This best practice guide provides practical elearning tips and lots of elearning examples for those designing online learning solutions – whether you call yourself an instructional designer, learning partner, performance consultant, or training manager.

You can also test-drive Learning Accelerator today to try producing examples like this for yourself!

Get the best practice guide to designing awesome elearning for finance!