Case Study-Based Training

SCS specializes in creating skill-building workshops and webcasts that combine technical education with soft skills development incorporating industry relevant case studies.

SCS creates workshops to match every skill level – from the industry novice to the seasoned veteran. Topics and activities can be customized to meet your specific business requirements, or you can select from the pre-designed workshops already available.

You can choose the format that best suits your needs – onsite interactive programs, live webcasts or recorded webcasts. Our topics are designed to qualify for ASPPA and NIPA continuing education credits; some content will also qualify for ERPA continuing education credits.

What We Offer

  • Customer Service, Communication and Team Building

  • Bridging the Employee Generation Gap

  • Management and Leadership Training

  • Qualified Plan Technical Training

  • Unraveling the Mystery of Plan Compliance

  • Evolution of Qualified Plans

  • 401(k) and 403(b) "Bootcamps" (intensive learning sessions for ASPPA exams or specific topics)

  • Ethics and Professionalisms

Workshop Highlights

  • It was very beneficial to have customer service training that relates to our retirement plan business. SCS did an outstanding job with their presentation and their training has made a positive impact on our company.

    Janet Hanson, Customer Service Session Attendee

    Alliance Benefit Group | Minnesota

  • This was one of the most useful and informative seminars I have been to. It was full of practical information and updates that were presented in an easy to understand manner.

    Terrie Plewes, Industry Update and Communication/Customer Service Session Attendee

    SI Group Hawaii

  • SCS customized their training to meet our needs and concerns with managing. Training session was very beneficial for old and new managers.

    Management and Leadership Session Attendee