Webinar On Demand

Workshop: How to Forecast the Skills Your Financial Services Business Will Need Next

Regulatory requirements shift. Product lines expand. New regions come online. Most compliance and L&D teams can tell you who completed training and who's currently licensed to sell what, but not whether the workforce has the skills to meet what's coming next.

In this session, a consultant from SIA Partners leads a working session on building a skills forecast tied to where the business and the regulatory landscape are headed: new products, new regions, new rules, not just what employees have already been trained on. Then a 365Talents expert walks through a live Skills Campaign, from setup to gap analysis to learning recommendations, and shows how the results connect directly to role- and region-specific, audit-ready learning paths in Docebo, without adding to the compliance team's manual workload.

You'll leave knowing how to:

• Build a skills forecast tied to upcoming regulatory, product, and regional requirements
• Design and run a Skills Campaign in 365Talents across advisors, branches, and agents, including licensed and customer-facing roles
• Connect gap data to governed, audit-ready learning paths in Docebo without manual effort
• Report on skills readiness in a way your COO, CRO, and Head of Compliance can act on, not just your L&D team

This session is for you if:

• You need a defensible way to show whether advisors, branch staff, and agents have the skills to meet the next regulatory change or product launch, before those skills gaps become an audit finding or a client-facing issue