Return to search

A Study on Training Transfer of Effectiveness for financial Advisors in financial industry-A case of F Bank

In the recent few years, players of financial industry in Taiwan have developed wealth management business in full swing because of the optimistic aspects for the future revenue. Financial advisors provide the suggestions for saving investments, asset allocation and tax deduction which can help clients achieve their financial goals. Based on personal criteria play essential roles in this battle. They not only need to search for the potential customers but also sell varied kinds of financial products to them. Thus, financial advisors become popular positions in latter days.
This research studied the training transfer of effectiveness for financial advisors in the F bank and there were 176 effective questionnaires returned. The reliability test, T-test, One-way ANOVA, Pearson of Correlation and Multiple Regression Analysis were instructed as methods of research in this study. The results were stated as followed¡G
1.The training transfer of effectiveness is different because the financial advisors¡¦ ages, seniorities, tenures and positions are varied.
2.The training transfer of effectiveness is indifferent when the financial advisors¡¦ gender, marriage, education background, related financial experience and the investment target.
3.The characteristics of trainees, the design of training and working environment are positively correlated to the training transfer of effectiveness.
4.The characteristics of trainees, the design of training and working environment is able to predict the training transfer of effectiveness.

Identiferoai:union.ndltd.org:NSYSU/oai:NSYSU:etd-0119106-175737
Date19 January 2006
CreatorsSu, Kuo-Hua
ContributorsBih-Shiaw Jaw, Ming-Chu Yu, Yu-Ping Wang
PublisherNSYSU
Source SetsNSYSU Electronic Thesis and Dissertation Archive
LanguageCholon
Detected LanguageEnglish
Typetext
Formatapplication/pdf
Sourcehttp://etd.lib.nsysu.edu.tw/ETD-db/ETD-search/view_etd?URN=etd-0119106-175737
Rightsrestricted, Copyright information available at source archive

Page generated in 0.0015 seconds