Is your company part of the financial ecosystem? Then get ready to comply with Joint Resolution No. 08 of the Central Bank and the National Monetary Council!
The new regulation requires financial and payment institutions to implement financial education actions for customers, users and individual micro-entrepreneurs. The aim is to promote budget organization, prevent over-indebtedness and build financial resilience.
With this training, your company will not only comply with regulations, but will also strengthen the trust of your clients and contribute to a positive impact on the market. Invest in the financial future of your clients and the success of your institution.
Videos
min
Minutes of animation
min
Time to completion
Training content
Lesson 1: Organizing and planning your personal budget
Financial organization x Financial planning
Drawing up a personal budget
Budget management tools
Controlling and reducing expenses
Class 2: How to prevent default and over-indebtedness
Understanding default and over-indebtedness
Warning signs of over-indebtedness
Assessment of ability to pay
Strategies to prevent default
Types of credit and conscious use
Lesson 3: Building financial resilience
The importance of saving
Methods for building up savings
Building an emergency fund
Investments for financial security and resilience
OUR PLATFORM YOUR WAY
Flexibility to customize your training
Videos
Texts
Powerpoints
With our platform, your company can create content that meets specific needs. You can develop training from scratch, using videos, presentations, and texts, or take advantage of ready-made content, such as YouTube videos and webinars.
ORGANIC DISSEMINATION
Issuing shareable certificates
On completing each training course, the employee receives a personalized certificate that can be shared on LinkedIn. In addition to recognizing learning, this action promotes organic dissemination of your company's compliance program.
LEAD IN THE AGE OF ARTIFICIAL INTELLIGENCE
Fraud-free training with OpenAI / Microsoft integration
We integrated our module with OpenAI/ChatGPT to automatically formulate questions and build a question bank. After the lessons, the AI distributes the questions randomly to check the employees' understanding of the content and avoid the notorious "cheating".
clickCompliance is a compliance software that manages the corporate compliance and integrity program. It automates internal processes, reducing costs and manual work for the compliance team.
We use cookies to offer you an even better website experience. You can accept or adjust your preferences at any time. Be my guest!
Functional
Always active
Storage or technical access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
Storage or technical access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
Storage or technical access that is used exclusively for statistical purposes.Technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance by your Internet service provider or additional third-party records, information stored or retrieved solely for this purpose generally cannot be used to identify you.
Marketing
The storage or technical access is necessary to create user profiles to send advertising or to track the user on one site or several sites for similar marketing purposes.
EN 
PT 
ES