Empowering financial professionals
through clear, actionable learning.
This instructional design project helps FINRA‑registered representatives guide clients in choosing between Roth and Traditional IRA accounts. The training simplifies complex financial concepts through scenario‑based learning and practical decision‑making exercises.
Grounded in adult learning theory and performance‑focused design, the course moves beyond definitions to emphasize application—helping learners connect tax implications, eligibility, and long‑term outcomes to real client conversations. The result is a concise, interactive learning experience that builds confidence, accuracy, and client trust.