Templates
Investment Banking
Investment Banking Education Strategic Advisory Process
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Investment Banking Education Strategic Advisory Process

Streamline investment banking education with a strategic advisory process, from client evaluation to implementation and continuous support.
1
Identify potential clients for investment banking education
2
Evaluate client's level of investment banking knowledge
3
Develop educational program outline based on client's knowledge gap
4
Approval: Program Outline
5
Determine the potential impact of the educational program on the client's business
6
Create a detailed strategic investment banking education plan for the client
7
Approval: Education Plan
8
Find experts and facilitators for delivering the educational program
9
Prepare course materials and resources
10
Set the timeline for the implementation of the educational program
11
Determine the cost of deploying the educational program
12
Approval: Cost of Education Program
13
Present the education strategic advisory plan to the client
14
Get feedback from the client about the strategic plan
15
Modify the plan based on client's input if necessary
16
Finalize and get approval of modified/the final plan from client
17
Implement the education strategic advisory plan
18
Monitor the progress of the program and provide updates to client
19
Conduct evaluation and assessment at the end of the program
20
Approval: Final Evaluation and Assessment
21
Provide post program support and continuous learning opportunities