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How We Work

Discover

Our strategy takes into account the individual goals of your employees so that we can provide practical, relevant and real-time learning solutions

Customize

We offer the highest standards of learning through our acclaimed methodology and a full suite of courses and tools to yield the best results

Implement

We combine traditional learning methods with companion e-learning modules comprised of videos, podcasts and online tools that can be applied to any training topic or organization size

Analyze

Our team can walk you through the metrics to gain a snapshot and an in-depth understanding of where your staff is in the learning curve at any given time

Support

Your relationship manager will be your key point of contact and will work with you to develop training strategies that target organizational goals

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Areas of Specialization

Train from the experts in financial services

Retail Banking

Train your staff members in relationship management to provide the best in financial advice and meet the ever-changing demands of your customers.

Financial Planning
and Insurance

Protect your customers against financial risk by ensuring your financial planners are certified to work as advisors in banking, securities, mutual funds and insurance.

Investment Management
and Training

Invest in training for your workforce to equip them with the specialized knowledge and skills they need to deliver superior results with minimal risk to your customers.

Business Banking

Empower your personnel to deliver smart business solutions with our best-in-class Small Business Banking and Commercial Lending courses.

Wealth Management

Give your employees the wealth management and estate planning expertise they need to offer affluent clients specialized investment and retirement solutions.

Leadership Management
and Compliance

Provide your senior management with training focused on leadership skills, risk management, compliance and customer management to enable them to lead winning teams.

Meet The Team

Get in touch with our team to learn more about how we can complement your training needs so that you can reach your business goals.

Rui

Rui Barreto
Director

rui.barreto@moodys.com
Central Canada

Paul Smith
Director

paul.smith@moodys.com
Western Canada
Assunta

Assunta Tutino
Assistant Director

assunta.tutino@moodys.com
Eastern Canada