Financial Training & Onboarding Programs for Professionals

Lightbulb offers ready-to-go presentations and accompanying speaker’s scripts as well as custom white-label workshop materials and presentations.

Used extensively for onboarding and training in new products, offerings, and regulations, our professional financial training materials ensure employees are conversant and comfortable.

Major financial services firms, associations of financial professionals, and independent financial advisers use Lightbulb presentations to:

• train professionals on new or complex financial topics

• initiate new business at special invitation events

• provide financial education to support employer benefits programs

• explain new products or services at conferences and tradeshows

White Papers

Lightbulb writes white papers, position papers, articles, and other educational financial pieces on topics of current interest to organizations and their constituents, including internal audiences, member firms, regulatory agencies, and the media.