Equip Your Clients With a Solid Foundation in Investment Principles
The COVID-19 crisis saw an extraordinary upsurge in speculative trading activity on the part of private investors. For regulators and providers, this brought into focus the responsibilities owed to such investors, many of whom lacked even basic knowledge of financial markets.
But this trading frenzy stands apart from the wider retail investment market that dwarfs this short term speculative activity.
With this in mind, Intuition is pleased to announce Private Investor, a white-label educational package that tackles the subject of investing from a long term perspective and gives product providers the means to equip clients with a sound foundation in investment principles.
What to Expect
- This foundation course is comprised of twenty 2-3 minute duration videos with an optional bank of assessment questions.
- The videos are practical, accessible and non-academic, featuring highly visualized data-based examples through animated charts and employing high production values in a mini-case study oriented approach.
- The optional end-of-unit test allows tracking of user progress through a learning management system (LMS).
Benefits for Providers
Compelling proprietary content and point of competitive differentiation.
Highly effective sales lead.
Enhanced client knowledge engenders confidence and trust, countering risk-aversion.
Ability to propose more complex, profitable, and attractive products with superior returns.
Verifiable regulatory and compliance defensive mechanism.
Branded according to institutional brand guidelines.
