TAP

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  • Free on-line support from Financial professionals can assist in answering questions or concerns the user may have
  • While setting at home, Brandon finds an online financial planning training called Moodle that supports the TAP program that will allow him to interact with financial professionals to address his concerns as well as provide practice scenarios to help him gain an understanding of financial readiness
  • Hello, my name is Kim and I am a Financial Specialist with XYZ Bank, how may I assist you?
  • On-line live Chat
  • Wow, this is great, its exactly what I was looking for to answer my questions
  • Additional resources are available by accessing the resources tab. The resources gives the user the ability to do further research on financial readiness from creating a budget, mortgages to investing
  • Initial Registration Page: New users will be asked to register and create an account to gain access or if you already have an account, you will be asked to log in.
  • Resources
  • www.XYZ_Bank/Investment_strategy.org
  • www.XYZ_Bank/Mortgages.org
  • www.planning_for_retirement.com
  • www.budget_made_easy.edu 
  • This is great, additional information to help me better understand financial readiness as well as understanding mortgages
  • There are many questions asked during the financial planning training, to many for the instructors to answer
  • The user will have the opportunity to reafirm their understanding of the information obtained 
  • Knowledge Check
  • Start 
  • This is extremely helpful, now I can ensure that I have a good understanding on the information 
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