Financial Licensing Indicator.
A web-based assessment tool designed to identify candidates most
likely to pass financial services licensing exams such as the Series 7 and
Financial Sales Indicator.
A web-based assessment tool designed to identify candidates most likely to
succeed in financial sales roles.
here to view the results of our recent studies.
Tests and Assessments. Develop
custom assessment programs for leadership identification, pre-employment screening, on-the-job development and certifications.
- Sales assessment tools which predict hard sales and turnover
- Competency Models, Job Analyses, and Needs Assessments
- Assessment Centers and Telephone Roleplay Simulations
- Developmental Assessment Programs
- Web-based competency exams, certification programs, and training tests
- Structured interview guides
- Job knowledge tests, ability batteries, and work experience
- Validation Studies
Organizational Development. Manage research-based organizational effectiveness
initiatives, and create
and conduct training programs. Services include:
- Firmwide employee surveys, targeted surveys, 360o
- Executive coaching to help leaders take action based on survey
- Performance management systems
- Leadership development programs on coaching, hiring, and assessment
- Training programs including web-based, classroom, print, and blended
- Group facilitation and focus groups
Metrics. Create meaningful ways to measure
the impact of HR development initiatives. Services include:
- Bottom-line impact studies to demonstrate the usefulness of training
- Scorecards and Data Dashboards for monitoring of critical HR
- Statistical analyses of HR and performance data to help guide
- Research design and statistical consulting for Six-Sigma and
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