Training Content
Content is typically proprietary to the firm, and usually consists of:
- Facilitator’s manual: finanSight has found that the most effective method of training adult professionals uses a facilitation model. This employs a combination of technical materials, questions, case studies and other cues to engage the participants actively in the learning experience
- Participant’s guide: All too often CPA training is delivered by reciting material from a set of PowerPoint slides and leaving a copy of “the deck” behind. This tired approach to training and deforestation is replaced in the finanSight model by a participant’s manual packed with facts, case study material, and places to write notes and solve problems, all designed to leave the participant with a useable, meaningful reference document. Increasingly these manuals are delivered in pdf form
- Presentation: the presentation is still a necessary part of classroom materials, but finanSight makes light use of it. Typical classes use four slides per hour to serve primarily as trackers and a focus of attention
- Case Studies: Liberal use is made of case studies and examples, and to the extent possible these are derived from the CPA practice’s live files. This approach truly personalizes the training experience, and can be used to highlight and conform to best practices