professional development in finance

Develop the human skills behind financial success

Compliance and regulatory knowledge may be mandatory in finance, but lasting success depends on people too. Help employees strengthen their communication, adaptability, and relationship-building skills to drive business success.

Strengthen client-facing skills
Learning that fits around busy schedules
Professional skills beyond compliance
Strengthen client-facing skills
Learning that fits around busy schedules
Professional skills beyond compliance

Strengthening professional development in finance and beyond

 THE CHALLENGE

The common barriers to learning in finance

No time for personal development

Between client meetings, reporting deadlines, and day-to-day administration, completing lengthy courses is often pushed to the bottom of the list.

Compliance training only goes so far

Mandatory compliance and technical training keep employees informed, but it rarely develops the professional human skills that drive long-term performance.

Behaviour change takes practice

One-off workshops make it hard to implement long-term behavioural change. Human skills are built through repetition, reflection, and real-world application.

Learning & Development for financial services

A learning solution for effective professional development

GoodHabitz

Build strong client relationships with soft skills development

Trust is at the heart of financial services. Help employees strengthen their communication, listening, and relationship-building skills to create better client experiences and long-term partnerships.

  • Build trust through clearer communication
  • Strengthen client-facing confidence
  • Improve relationship management skills
GoodHabitz & goodlearn

Ensure safe and responsible AI use

AI is changing how financial organisations operate but also poses many risks. Help employees understand how AI works, identify opportunities and risks, and use emerging technologies responsibly and confidently.

  • Improve understanding of AI opportunities and risks
  • Support responsible AI adoption
  • Build confidence with emerging technologies
GoodHabitz

Move beyond compliance to human skills training

Compliance training helps employees meet requirements. Human skills helps them succeed professionally. Support long-term skill development with engaging learning that strengthens essential workplace skills like leadership, communication, adaptability, and more.

  • Complement existing compliance programmes
  • Reinforce learning through ongoing development
  • Support long-term behaviour change
GoodHabitz

Make learning easy to complete and apply

Finding time for development is tricky to do while juggling the many responsibilities in finance. Offer training that combines short, practical activities, helping employees build new skills in minutes rather than hours.

  • Deliver bitesize activities that fit in busy schedules
  • Mix ‘n’ match individual activities for different needs
  • Reinforce skills through ongoing practice
GoodHabitz

Support faster growth for early-career talent

From graduates and trainees to newly hired professionals, help employees build confidence and develop the workplace skills they need to succeed from day one.

  • Support onboarding and integration
  • Develop workplace-ready skills faster
  • Support early-career confidence and growth
Award-winning workplace learning
accredited learning technologies - gold standardHuman Capital Winner 2025Branding Hall Group - Learning and development, gold 2025Fosway Group - core challenger for Digital Learning 2025Top 20 company 2025 - online learning libraryHigh performer - summer 2025Momentum leader - summer 2025Grid leader - summer 2025

See how our customers put learning into practice

Preparing financial teams for constant change

To help employees navigate digital transformation, Ibercaja introduced personalised development focused on adaptability, resilience, emotional management, and collaboration. Every employee receives learning recommendations tailored to their role and development goals.

  • More than 2,000 employees supported with personalised development
  • Individual learning recommendations in just 10 minutes
  • Learning that supports long-term organisational transformation

"There is such a wide variety of topics that we can create as many individual learning journeys as there are employees at Ibercaja."

Charlot Pagel
People and Culture Manager

Helping employees take ownership of their careers

The Caisse d'Épargne Île-de-France wanted to empower employees to drive their own development. GoodHabitz provides accessible soft skills learning that supports career progression while encouraging employees to explore learning beyond their day-to-day role.

  • Soft skills development available to every employee
  • Strong engagement through recurring learning initiatives
  • Employees regularly returning to explore new learning content

"GoodHabitz was the obvious choice. There's a wide range of training courses, varied learning formats, and dedicated coaching make it a real gem for elearning."

Amelie Perochon
Training Project Manager

Closing skill gaps through continuous development

In a fast-growing organisation, employees often take on new roles and responsibilities quickly. Anycoin Direct uses GoodHabitz to support continuous development and help employees build the skills needed for their next career step quickly and effectively.

  • Personal development aligned with career progression
  • Employees choose learning relevant to their goals
  • Human and professional skills developed together

"People advance in a position simply because they are good at what they do. However, being good at your work is different from being a good leader. That is a skill gap. The training creates awareness and self-reflection in this regard."

Astrid Blaak
HR Business Partner
IMPLEMENTATION & SUPPORT

Easy to launch. Simple to scale

GoodHabitz
GoodLearn

Quick and flexible deployment

Launch GoodHabitz through your existing LMS or use our cloud-based learning platform. Goodlearn is fully cloud-based, helping you get started quickly with minimal IT involvement and no complex implementation process.

GoodHabitz
Goodlearn

Track engagement and learning progress

Monitor participation, engagement, and completion rates through intuitive dashboards and reporting tools. Gain clear visibility into learning activity and demonstrate the value of your development initiatives with confidence.

Person sitting at a desk with a laptop displaying the GoodHabitz online learning library interface. The person’s face is intentionally blurred for privacy. On the desk are a white lamp, a bowl of fruit, and a framed picture, all against a pastel purple background.
GoodHabitz
goodlearn

Dedicated onboarding and support

From launch planning to ongoing adoption, our team works alongside you to help maximise engagement, build learning programmes, and support long-term success.

Questions? 
We’ve got the answers

How does GoodHabitz fit alongside our existing compliance training?
How does Goodlearn support AI literacy and compliance efforts?
Can we try the platform and the learning content before making a decision?
How much does GoodHabitz cost?
How can we measure participation and learning progress?
How quickly can we get set up and launch learning?

Ready for better professional human skills development?

See how GoodHabitz can help your teams strengthen client relationships, build leadership capabilities, and develop the human and digital skills needed to succeed in a changing financial landscape.

Person sitting at a desk with a laptop displaying the GoodHabitz online learning library interface. The person’s face is intentionally blurred for privacy. On the desk are a white lamp, a bowl of fruit, and a framed picture, all against a pastel purple background.