business
Investors Group (IG) is a publicly traded financial services company. The company manages assets of more than $27 billion. IG maintains a network of more than 98 financial planning centres across Canada, with more than 3,200 representatives serving over 700,000 clients from coast to coast.

challenge
IG was faced with the formidable task of completely revising their core sales force training curriculum to help secure and maintain their distinct competitive advantage in a rapidly evolving financial services marketplace.

solution
The solution was The Investment Product Workshop. The objective of the workshop is to assist in developing the knowledge and skills necessary to provide appropriate investment planning and recommendations to clients. An integral component of the workshop is a CD-ROM based client portfolio simulation created by Biographix. The simulation allows participants to practice building successful investment portfolios for clients.

role of biographix
1. Instructional Systems Design
2. CD-ROM design and development
3. "Rich media" scripting and production