Lisa Ciancio is a DeakinPrime program consultant, an expert in her field with real-world practical experience and a highly adaptable facilitation style. In this short interview, Lisa provides us with an insight into how she evaluates the effectiveness of training programs, her instructional design expertise and how she adds value to these programs.
Q1. Lisa, how challenging is it intellectually to work with CFP materials in technical review and assessment?
It’s very challenging because the financial planning landscape is forever changing. The CFP program itself has many elements to it. It’s got superannuation and taxation rules as well as very complex strategies. Alternatively, investment products look at the elements of the economy. And as we know, both on a local and global scale, these have all undergone significant changes over the last couple of years.
So it means, as part of the program and assessment as well, that they constantly need updating and to be reviewed to make sure that the content itself in the CFP program remains current and valued and relevant to the advisor actually undertaking the program. Not only that, we also have an element in the CFP program that looks at professionalism and ethics and, just as an example, with the changes in the technology in the last few years, it actually even impacts on what the advisor now thinks is ethical and unethical.
Q2. And what is your personal value-add to the CFP program?
I have actually been in the industry for over 12 years, and some of that time I’ve also been an advisor myself so the value-add I have to the program and assessment is actually looking through the eyes of the practitioners. So I try to give that practical sense to materials and assessment and not try to make it too academic, but rather, more professional and practical.
Q3. And how do you evaluate the effectiveness of the training program that you write?
I like to use the Kirkpatrick model which has the four levels of evaluation. And I like to start at the top level, Level 4, which is really about the result. Essentially, it is always about the client. You really have to get the client to really pinpoint what the end result is and then look at the behaviour. What behaviour drives those results? And again, we look at the learning, at other skills and knowledge that are going to give you behaviours and outcomes. Last of all, you do want to develop that program that the participants are going to have a good reaction to.