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Writer's pictureAcumen Learning

Acumen Learning Partners with a Financial Services Firm to Enhance Business Acumen and Financial Expertise Among Talented Employees

Press Release

OREM, Utah – July 26, 2024



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News Facts:

  • As a dominant player in the insurance space, this financial services company leads the markets in the Caribbean and Canada. As they see extreme growth potential in North America, the company sought Acumen Learning to enhance its leaders’ business and financial acumen.

  • To enhance financial literacy and operational efficiency, the company implemented customized business acumen training for its sales leadership and business management groups. These leaders now have a fundamental understanding of business acumen and financial metrics, essential for informed decision-making and driving the company’s growth.

  • The financial services company recognized the value of customized business acumen training and included 100 licenses of Acumen Learning’s online program to reinforce its employees’ newfound skills. The curriculum addressed the unique needs of the company’s leaders, who required a deeper understanding of finance, despite their great functional expertise.

  • The training made a significant impact. With the support of the online licenses for reinforced learning, these leaders are expected to enhance communication, make more informed decisions, and develop more effective strategies for their employees.

  • Acumen Learning proudly welcomes a financial services firm as its newest graduate. We are dedicated to helping organizations unlock their full potential and guiding them on the learning journey of business acumen.


Supporting Quotes:

  • “The course has enhanced my understanding of the five business drivers, and will allow me to make more informed, strategic decisions and consider the commercial implications across the organization. I feel significantly more confident in my ability to analyze data, identify trends, and recommend initiatives that will positively impact metrics like profitability, productivity, and customer satisfaction.”

  • “The workshop exceeded my expectations. It provided valuable insights and practical strategies that I am excited to implement in my work and also expose to my team.”

  • “Great course that has helped me to have a better understanding of the financial statements of [company] and my role in contributing to the overall performance.”

  • “I wish all of our clients would have their teams go through our online learning platform in addition to the customized course. This combination reinforces concepts, deepens understanding, and allows these leaders to apply what they’ve learned in real-world situations. I can’t wait to see the success they have!”


About Acumen Learning

Founded in 2002, Acumen Learning's highly customized business acumen and sales training programs have helped organizations develop employees who are more engaged, efficient, and effective in their work. To further support its mission, Acumen Learning published, Seeing the Big Picture – Business Acumen to Build Your Credibility, Career, and Company, in 2012 which quickly became a #1 Wall Street Journal and a New York Times bestseller. More than 20 years later, Acumen Learning has been trusted by more than 200 organizations on six continents to help employees understand how their company makes money, and to take real steps towards improving that process.

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