We are a group of provincial regulators and want professionals in our industry to have comparable licensing training regardless of in which province they get licensed. We want to develop training and examination standards for all course providers.
Business Need
These provincial regulators in financial services wanted to create a harmonized approach for licensing education and accreditation.
Research and Standards for Licensing Training and Accreditation
Hannah led the team to research industry, training and accreditation standards in Canada and abroad. The team also researched current training and accreditation approaches in different jurisdictions across Canada in order to obtain baseline data.
From this research, we recommended standards in these categories:
- Infrastructure.
- Course administration.
- Curriculum and individual courses.
- Course exams.
- Course results and evaluation.
In addition to the standards, we researched and made recommendations on the course accreditation process. The project deliverables included:
- Various reports summarizing the initial research.
- User Guide documenting all of the standards.
- Accreditation Guide recommending a process for a province to accredit courses.
- Checklist for Accreditors to use when evaluating courses.
- Animated video explaining the initiative and the business need.
Facilitation
The project concluded with an interactive online course to introduce the standards to industry stakeholders.
Learn More
- Learn how Hannah completes needs assessments.
- Learn how Hannah creates custom-designed development programs.
- Learn how Hannah designs online training courses.
- Learn about Hannah’s approach to facilitation.
This project was completed through Benchmark Performance.
