Curriculum Overview

The Founding Members of the Academy have identified the following three key areas of concentration of the program curriculum. This chart demonstrates these three areas, the goals identified within each area and the training modules that correspond with each area.

Key Area of Concentration	Goals	Training Module
Understanding the Financial Services Industry	De-mystify the language of the industry Understand basic financial concept, product, industry structure Understand Boston’s role/position in the industry Create a sense of perspective Understand how the industry is organized; who the key players are	Introduction to Financial Services Parts I, II, III, & IV
Working in the Financial Services	Understand the pace, volume, pressure and expectation of the industry Understand the rules of the game (do’s and don’ts) Identify typical career path opportunities Understand how individual performance will be evaluated Understand office/group dynamics Understand the importance of professional image	Workplace Protocol Interviewing skills Interpersonal skills Conflict Resolution Group Dynamics The Essentials of Being a Professional Career Development Organizational Culture
Quality Customer Service	Create an awareness of what it means to work in a service industry Develop/hone customer service, telephone etiquette and listening skills Identify the key quality customer service principles Understand who the customers are and how information flows between, within the companies and their customers	Quality Customer Service Note: The theme of Quality Customer Service will be integrated into each module.