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ATB FINANCIAL has floated a tender for Atb Financial - Request for Proposal - Advanced Behavioral Finance…. The project location is Canada and the tender is closing on 09 Sep 2024. The tender notice number is AB-2024-07759, while the TOT Ref Number is 106118109. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : Canada
Summary : Atb Financial - Request for Proposal - Advanced Behavioral Finance…
Deadline : 09 Sep 2024
Other Information
Notice Type : Tender
TOT Ref.No.: 106118109
Document Ref. No. : AB-2024-07759
Competition : ICB
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
The intent of this RFP is to secure one or more Proponent(s) to provide best in class training services for advisors in ATB-s wealth and investment professionals. ATB is looking for advanced behavioral finance advisory that covers a human-centric approach to training.This is part of a strategically important initiative that will focus on leveling up ATB-s training programs, delivery, and measurement so that our advisors in wealth management have the capabilities they need to show up differently - and equipped with cutting edge knowledge and skills to support cutting edge advisory services.The objective of this program is to enable approximately 230+ client-facing team members to deliver a differentiated client experience through an advanced industry specific training program. Please note that there is a possibility of adding an additional group of participants to the training.Successful implementation of this training initiative could involve a multi-modal approach (face to face, webinar/independent and cohort training) as well as resources/activities to support sustainment during the post-training period.
Summary information
Notice type : Request for Proposal
Language(s) : English
Region(s) of delivery : Alberta
Region of opportunity : Alberta
Contract duration : 36 month(s)
Procurement method : Competitive – Open Bidding
Commodity - UNSPSC Click the links below to see a list of notices associated with the UNSPSC. : 80101507 Information technology consultation services See a list of notices associated with this
Procurement Mode : 2024/08/12
Closing date and time : 2024/09/09 10:00 EDT
Last amendment date : 2024/08/21
Documents
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