Utisthata. jagrata. prapya. Varannibodata
Arise. Awake. Pursue. And stop not till the goal is reached. - Upanishads

At a time when the world, humans and businesses have been forced to pause, rewind and refresh, the one thing that is helping them hold steady is the power of knowledge. Knowledge has helped humans survive, evolve and flourish. It is widely believed that the deeper you dive into the ocean the more interesting it gets. Diving into the ocean of knowledge is similar.

Therefore, in today’s dynamic market conditions, it is imperative for financial organizations also to build a knowledgeable and high-quality force of distributors that provides sustained competitive advantage in the industry. IDFC AMC had a vision to create an ‘in-house’ department which caters to the relevant learning needs of the distributor community. This vision gave birth to the ‘IDFC LEARNING BRIEFCASE’, the Learning & Development offering from IDFC AMC.

What is “IDFC Learning Briefcase” and what does it intend to achieve?

As stated above, IDFC Learning Briefcase is the offering from IDFC AMC, aimed at upskilling partners across the country. The emphasis of the programs is on a Knowledge driven approach and works with a singular focus to create learning experiences across mediums to fortify the knowledge & skill quotient of the Advisor community. It has created a plethora of modules that will help you in the relevant areas of your practice. IDFC Learning Briefcase is one of the IDFC AMC’s differentiator in the industry with cutting edge content created and delivered by experienced, dedicated and skilled team of in-house training professionals. IDFC Learning Briefcase gives you the unique experience of learning, sharing and growing in your quest to become a financial services distributor with a difference.

What areas does IDFC Learning Briefcase focus upon for their partners and distributors?

IDFC Learning Briefcase focuses upon 3 major areas of knowledge for skilling the partners and distributors – Domain knowledge, Non-domain (skills) & Behavioral (understanding the subtleties of behavior).

What are the training programs currently delivered by IDFC Learning Briefcase?

Currently IDFC Learning Briefcase have a repository of modules which gets delivered to distributors and partners on each area mentioned above. Few flagship programs –

IDFC Learning Briefcase also focuses on disseminating knowledge and information related to key concepts of mutual funds through the digital platform by publishing weekly digital capsules in simpler, understandable and “shareable” language. To quote a few, which was sent to our advisors and partners in last quarter –

Needless to say, the program bouquet will keep on increasing and existing programs will regularly get revamped and improvised to keep them relevant, refreshing and insightful.

There is a constant feedback on Training on Debt, does the Learning Briefcase cover the same?

In keeping with our Fixed income platform, it is quite imperative that we take the lead in helping partners understand the nuances of fixed income right from a basic to an advanced level. To this extent, the IDFC Learning Briefcase has different levels of programs on Debt subject as mentioned below –

Depending on the need and requirement from the distributors and partners IDFC Learning Briefcase offers these programs as the programs covers the spectrum across concepts required to understand Debt.

Which segments does the Learning Briefcase target?

IDFC Learning Briefcase targets all segments of distributors and financial advisors through various programs right from Independent Financial advisors, Regional forums of advisors, National forums, Key Account partners and National distributors. It also offers customized programs depending on the learning need of the group or partners.

How do these programs get delivered to the distributors and partners?

Trainings scheduled by sales team across the regions for distributors and partners basis the requirement. Learning Briefcase Team publishes the calendar for the month. The invites are shared with the participants. On the scheduled date, the program is delivered. Currently all the programs are delivered on webinar platforms like Webex, Zoom or MS Teams, due to pandemic situations.

On an average most of our program’s duration is 2 hours, since this pandemic situation all the programs are delivered on webinar platforms like Webex, Zoom, MS Teams, new programs or customization of existing programs is done keeping the audience’s attention span on webinars.

For any training program our partners/distributors can get in touch with the respective IDFC sales person and get the schedule for the month.

What are the tools/methodologies used during the delivery of these programs?

The various methods are used to deliver the program to make it interactive and ensuring effective learning to the participants.

How has been the challenging times now for IDFC Learning Briefcase?

IDFC Learning Briefcase was amongst the first ones to start training sessions for financial advisors and partners on webinar platforms in AMC industry since the lockdown. The sessions are consistently getting scheduled and delivered across the locations on digital platforms in an interactive way and well appreciated by advisors and partners.

Some actions to share

Learning Briefcase will continue to strive for best in class content and training delivery to help distributors and partners to scale their business and will keep coming out with creative and innovative ideas to share knowledge with them.

Thank You!