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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 Series 66.

Financial Sales Indicator™.  A web-based assessment tool designed to identify candidates most likely to succeed in financial sales roles.   button1.gif (1499 bytes)

Click 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. Services include:

  • 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 inventories
  • Validation Studies

Organizational Development. Manage research-based organizational effectiveness initiatives, and create and conduct training programs. Services include:

  • Firmwide employee surveys, targeted surveys, 360o feedback programs
  • Executive coaching to help leaders take action based on survey results
  • 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 functions
  • Statistical analyses of HR and performance data to help guide initiatives
  • Research design and statistical consulting for Six-Sigma and Baldridge projects

    Copyright 2014  Torkel Research and Consulting, Inc.