MaxLearn content is organized by Categories, Subjects, and Topics.
Category
↪Subject
↪Topic
Category is a board title for a group of subjects. Categories can reflect your company's organization or function, or they can reflect major areas or domains of learning.
Categories can reflect your company's organization or function, such as:
- Accounting
- Marketing
- Sales
- IT
- Human Resources
- Compliance
- Quality Control
Or they can reflect major areas or domains of learning, such as:
- Leadership
- Business acumen
- Compliance
- Information security
- Software
- Professional Certifications
It is important as an organization that we work together to determine your categorizes during the onboarding process.
A Subject is a title for a group of topics. Subjects are assigned to a category to organize your files in more detail. Examples of subjects include: Financial Crimes, Product knowledge, Information Security, Privacy
Topics are specific and related to a Subject. A topic highlights a single, or closely related concepts, activities, role, policy or a specific thing, such as a product, or product type.
Learning progress is tracked at the topic level. For each topic, a learner can have a status of Not Started, In-flight, Grad, and Pro per each learning level. Examples of Topics may include: Anti-money Laundering, Sales Practices, Marketing materials, a specific product or service
Sample Categories, Subjects & Topics
Category | Subject | Topic |
|---|---|---|
Compliance | Financial Crimes | Anti-money Laundering |
Training supporting Compliance related topics, subjects and areas of interests supporting the company’s adherence to laws, rules, regulations and, associated policies best practices. | Instruction on the prevention of financial crimes, or activities that involves fraudulent or dishonest behavior for the purposes of personal financial gain. | Training supporting the company’s effort to prevent money laundering and terrorist financing. |
Fraud | ||
Training to prevent the intentionally deceptive actions designed to provide the perpetrator with an unlawful gain or to deny a right to a victim. Types of fraud include tax fraud, credit card fraud, wire fraud, securities fraud, and bankruptcy fraud. Fraudulent activity can be carried out by one individual, multiple individuals or a business firm as a whole. | ||
Anti-bribery / Anti-corruption | ||
Training designed to eradicate or prevent dishonest or fraudulent conduct, especially in a political context. Supporting prohibit the payment of anything of value by persons or entities to foreign government officials or employees of state-owned enterprises to obtain a benefit. | ||
Privacy | Protecting Personally Identifiable Information | |
Training on protecting client and employee data and personal information. | Training instructing employees on the company’s policies, procedures and processes to protect employee and client personally identifiable information from misuse. | |
HIPAA | ||
Instruction detailing the company’s adherence to The Health Insurance Portability and Accountability Act of 1996 (HIPAA). | ||
Information Security | Material Non-Public Information MNPI | |
How to defend against the unauthorized use of company information. | Training detailing the information barriers in place to safeguard MNPI. | |
Information Security standards | ||
Password standards, authentication and prohibition against misuse. | ||
Preventing Phishing Attacks | ||
How to prevent Phishing and report a phishing attempt. | ||
Risk Mitigation and Controls | Compliance Risk Assessment | |
How to conduct a compliance risk assessment, determining controls, and implementation. | ||
Compliance monitoring, reporting and testing | ||
Testing controls and documenting findings. | ||
Trade Monitoring | ||
Ethical Standards | Conflicts of interest | |
Training focuses on maintain the company’s ethical standards of operation and conducting business | Training to identify, avoid and report, actual and potential conflicts of interest. | |
Outside business activities | ||
Training on the reporting of outside business activities. | ||
Health and Safety | Safety at the workplace | OSHA Requirements and Training |
Rules polices and procedure for remaining safe in the workplace | Company and job specific safety policies and procedure. Ensuring adherence to OSHA safety standards. | |
Fire Safety | ||
Fire safety at our company. Evacuation plan, fire drills and identifying your safety officer. | ||
Preventing Workplace violence | ||
Signs to look for to prevent workplace violence. De-escalation techniques. When and how to report an issue. | ||
Disaster Recovery and Business Continuation | Pandemic preparedness | |
Protocols for handling a pandemic - guidelines, and where to find information. | ||
Staying home if you are not feeling well | ||
Heath programs | ||
Overview of company health programs. | ||
Human Resources | New Employee Onboarding | Company Overview |
Instruction covering subjects and topics supporting the functions and policies of the company’s human resource department. | Code of Conduct | |
Company Values | ||
HR Policies | Workplace Standards. | |
Time reporting | ||
Sick time, vacation time, corporate holidays and hours of operations. | ||
Wage and Hour | ||
Contingent Workers | ||
Working Remotely | ||
PROFESSIONAL DEVELOPMENT | Business Acumen | Business Strategy, Objectives and Revenue Streams |
Professional skills are career competencies and abilities used in the workplace that are beneficial for nearly any job. Professional skills are a combination of both hard skills (job-specific duties that can be trained) and soft skills (transferable traits like work ethic, communication, and leadership). | Business acumen, also known as business savviness, business sense and business understanding, is keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. | Risk management |
Market Intelligence | ||
Innovation | ||
Interpersonal Skills | ||
Effective Business Communication | Business writing | |
Presentation skills | ||
Project management | Project management basics | |
Agile project management | ||
Talent Development | Leadership | Leadership Skills |
Instruction covering subjects and topics focused on developing the skills, talents and competencies of its employees. | Executive Presence | |
Manager Training | ||
Business Strategy and Revenue Streams | Products and service | |
Business Model | ||
Sales and Marketing | Marketing Materials | Brand Guidelines |
Training on topics and subjects supporting the sales and marketing concepts and strategies. | User Appropriate Marketing materials | |
Sales Practices | Company Sales Strategy | |
Suitability | ||
Competitor Analysis | ||
Sales Forecasting | ||
Product knowledge | Market Intelligence | |
Innovation | ||
Product features | ||
Customer Service | Providing Exceptional Customer Service | What makes for expectational customer service |
DEVELOPING A CUSTOMER SERVICE MIND-SET | ||
The art and science of active listening | ||
IDENTIFYING CUSTOMER NEEDS and Setting Expectations | ||
Effective Verbal and Written Communication Skills | ||
De-escalation | ||
Closing the loop - following up |
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