Tailor Your Training

It’s no secret that compliance training often isn’t all that interesting or exciting. That doesn’t mean, however, that all hope is lost. There are some strategies you can use to become a more effective trainer for your financial institution. One of those is to tailor your training to the audience. Everyone is busy, and respecting your team members and their time is important. Train them on what they need to know to effectively carry out their duties, not on things they don’t need to know. For example, all employees need BSA training but, not all of your employees need to know how to fill out a Currency Transaction Report. Training people on what they need to know will increase your credibility.

David explains more in the video.

Video Highlights:

• Training should be tailored to the audience in order to maintain relevance and gain credibility.
• Cross-training can be a waste of time for certain members of the team and they may become bored or disinterested.

Published
2023/10/17