Training for Financial Professionals


Lightbulb creates educational training programs, courseware, and presentations for use by financial organizations in onboarding new hires, familiarizing customer-facing employees with essential industry knowledge, and continuing education, especially keeping abreast of evolving regulatory and compliance matters.

Based on your organization’s specific training and education needs, Lightbulb can develop a multi-format educational resource tailored to your products and offerings.

This training resource may include:

  • training-session presentations, including facilitators guide with speakers notes or complete script
  • accompanying self-assessments and handouts for training-session participants
  • webinar version of presentation and companion materials
  • printed booklet, branded for your organization, as a takeaway and follow-up reference
  • digital version of booklet, for mobile access
  • dictionary of financial terms, or customized glossary containing pertinent terms