financial services trainer

Switch Recruitment

<p>We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation.</p><p></p><p>Owing to this growth our client are seeking a Training & Competency Manager to help support trainee Financial Planners achieve CAS status as well as monitoring the ongoing competence of existing financial planners.</p><p></p><p><strong>Responsibilities:</strong></p><ul><li>You will supervise and support Financial Planners / IFA's of varying experience, based in multiple locations.</li><li>Candidates will be responsible for carrying out observations and Competency Assessments as required, whilst undertaking role plays and provide feedback to Financial Planners to aid improvement.</li><li>You will assist in the development and delivery of training material.</li></ul><p></p><p><strong>Experience:</strong></p><ul><li>Candidates need demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation.</li><li>You will be qualified to Level 4 Diploma, and ideally hold advanced qualifications</li><li>Strong stakeholder management experience - particularly a collaborative, partnering approach</li><li>Experience of training and developing financial advisers within a regulated environment.</li></ul><p></p><p>In return our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.</p>

Training & Competence Manager

HCA Healthcare

<p></p><div><h5 class="jobSectionHeader"><b>**This position will support 10 ASC&rsquo;s business office training needs and will be required to travel to different facilities as the need arises.**</b></h5><h5 class="jobSectionHeader"><b>
Introduction</b></h5><p>
Do you have the career opportunities as a Business Office Trainer you want with your current employer? We have an exciting opportunity for you to join HCA Healthcare which is part of the nation's leading provider of healthcare services, HCA Healthcare.</p><h5 class="jobSectionHeader"><b>
Benefits</b></h5><p>
HCA Healthcare offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:</p><ul><li>
Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.</li><li>
Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.</li><li>
Free counseling services and resources for emotional, physical and financial wellbeing<br>
</li><li>
401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)<br>
</li><li>
Employee Stock Purchase Plan with 10% off HCA Healthcare stock<br>
</li><li>
Family support through fertility and family building benefits with Progyny and adoption assistance.<br>
</li><li>
Referral services for child, elder and pet care, home and auto repair, event planning and more<br>
</li><li>
Consumer discounts through Abenity and Consumer Discounts<br>
</li><li>
Retirement readiness, rollover assistance services and preferred banking partnerships<br>
</li><li>
Education assistance (tuition, student loan, certification support, dependent scholarships)<br>
</li><li>
Colleague recognition program<br>
</li><li>
Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)<br>
</li><li>
Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.</li></ul><p>
Learn more about Employee Benefits</p><p><b><i>
Note: Eligibility for benefits may vary by location.</i></b><br>
</p><p>Our teams are a committed, caring group of colleagues. Do you want to work as a(an) Business Office Trainer where your passion for creating positive patient interactions is valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise!</p><h5 class="jobSectionHeader"><b>
Job Summary and Qualifications</b></h5><p><br>
As a Business Office Trainer, you will contribute to the company&rsquo;s mission, vision, and values by providing leadershipand a positive environment for the business office team. Under guidance of the Business Office Manager, you will serve as the technical expert with regard to office functionsand training for the team.</p><p></p><p><br>
What you will do in this role:</p><br>
<p></p><ul><li>
You will demonstrate a thorough understanding of the responsibilities associated with each role in the business office</li><li>
You will work closely withmanagement to develop a structured trainingand orientationprogramby writing curriculum and creating course materials</li><li>
You will conduct training and train-the-trainer sessions with employees to ensure material is relevant and implemented effectively</li><li>
You will assist in creation ofnew policies and procedures and/or update existing policies and procedures asnecessary</li><li>
You are responsible for communicatingprocess updates, schedule adjustments, and other feedbackto the business office team</li></ul><p></p><p><br>
Qualifications you will need:</p><br>
<p></p><ul><li>
High School Diploma or equivalent required; Bachelor&rsquo;s Degree preferred</li><li>
One to three years&rsquo; experience working in a physician&rsquo;s office, clinic or hospital setting strongly preferred.Understanding of patient flow and ambulatory surgery center operations strongly preferred</li></ul><p></p><p>
At the Surgery Ventures Central Business Office in MidAmerica, we support financial and patient care operations of 10 ambulatory surgery centers across the Kansas City Metro. Staff are assigned to work with one or more surgery centers via remote, in office and hybrid working environments.
</p><p>HCA Healthcare has been recognized as one of the World&rsquo;s Most Ethical Companies&reg; by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.</p><p></p><p><br>
&quot;Bricks and mortar do not make a hospital. People do.&quot;- Dr. Thomas Frist, Sr.<br>
HCA Healthcare Co-Founder</p>
<p>If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Business Office Trainer opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. <b>Unlock the possibilities and apply today!</b></p><p><i>
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</i></p></div>

Business Office Trainer

SFAU-NAVTTC

<p>The AI Banking Trainer at SFAU-NAVTTC plays a vital role in equipping banking professionals with advanced knowledge in artificial intelligence applications specific to the financial sector. This role combines deep expertise in machine learning, natural language processing, and deep learning with comprehensive banking domain knowledge to deliver effective training programs. The trainer uses data analysis and visualization tools to demonstrate credit risk modeling and fraud detection systems, ensuring participants gain practical skills that can be applied to current banking challenges. The position requires a strong foundation in AI and banking principles, effective communication skills, and the ability to translate complex AI concepts into accessible learning modules. This position demands a passionate individual with at least three years of relevant experience, who holds a bachelors or masters degree in AI, IT, computer science, data science, finance, economics, or statistics, supplemented with relevant AI certifications or coursework. The trainer works independently, focusing on delivering high-quality learning experiences without managing a team. This role offers an exciting opportunity to impact the financial industry's future by enhancing the AI capabilities of banking professionals through comprehensive and engaging training sessions.</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Ai For Banking Teacher

Equinox

Job Description <br><p>As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Secure a stronger future and help us redefine the science of fitness and the art of living. </p><p><strong>PRIMARY RESPONSIBILITIES AS A MEMBER OF OUR TEAM TO LEARN AND EXECUTE</strong></p><p>PT Business Management</p><ul><li>Build and maintain an active client base</li><li>Manage and maintain an accurate schedule, inclusive of client appointments, meetings, and open availability within our internal scheduling systems</li><li>Market and sell personal training programs to members and/or clients through phone calls, emails, and in-person interactions</li><li>Maintain knowledge of all club services, programs, and products</li></ul><p>Service and Hospitality</p><ul><li>Execute fitness assessments, guided workouts, and other complimentary services for members</li><li>Interact with members to enhance their workouts and overall club experience</li><li>Create and coach personalized programs for both in-person and virtual clients</li><li>Maintain an organized and safe fitness floor during shifts and sessions</li></ul><p>Professional Development</p><ul><li>Attend Continuing Education classes to elevate knowledge and qualify for promotions</li><li>Attend and participate in any required one-on-one or team meetings with management</li></ul> <br>Qualifications <br><ul><li>Current Personal Training certification or willingness to obtain one through certification reimbursement program.<ul><li>Eligibility to begin a higher Tier & pay rate based on previous experience and education (Degree in the field)</li></ul></li><li>Current CPR/AED certification <ul><li>Certification opportunities available for non-certified applicants </li></ul></li><li>Possess passion, ambition, drive, and knowledge regarding fitness</li><li>Ability to work in-person during weekdays/weekends</li><li>Strong verbal and written communication skills</li><li>Effective time management and organizational skills</li><li>Basic computer and technology skills</li><li>Energetic, friendly, punctual, and respectful</li></ul><p><strong><u>AS A PERSONAL TRAINER OF THE EQUINOX TEAM YOU WILL RECEIVE:</u></strong></p><ul><li>Compensation for time spent in internal education to support your growth as a Personal Trainer and professional</li><li>Premier facilities with functional training areas, top-of-the-line strength and cardio equipment, and more</li><li>Access to our company discounts with various certifying bodies and countless seminars/workshops for CEU credits</li><li>Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus</li><li>Access to Medical, Dental, Vision, and 401k benefits within the first month of employment</li><li>Pathway to management opportunities via our in-house Manager-In-Training program.</li><li>One of the highest and most competitive compensation plans in the industry with an earning potential of over $100K</li></ul> <br>Additional Information <br><p><strong><u>AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE:</u></strong></p><ul><li>We offer competitive salary, benefits, and industry leading commission opportunities for club employees</li><li>Complimentary Club membership</li><li>Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop</li><li><strong>Pay Transparency: $39.50-$70/per session; or $17.50/hr (non-session work); ability to earn additional incentive bonuses</strong></li></ul><p>This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.</p><p><strong>Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at </strong><em><strong> </strong></em></p><p>All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.</p>PandoLogic. Category:Sports,

Personal Trainer, Anthem Row

Job Description <br><p>As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Secure a stronger future and help us redefine the science of fitness and the art of living. </p><p><strong>PRIMARY RESPONSIBILITIES AS A MEMBER OF OUR TEAM TO LEARN AND EXECUTE</strong></p><p>PT Business Management</p><ul><li>Build and maintain an active client base</li><li>Manage and maintain an accurate schedule, inclusive of client appointments, meetings, and open availability within our internal scheduling systems</li><li>Market and sell personal training programs to members and/or clients through phone calls, emails, and in-person interactions</li><li>Maintain knowledge of all club services, programs, and products</li></ul><p>Service and Hospitality</p><ul><li>Execute fitness assessments, guided workouts, and other complimentary services for members</li><li>Interact with members to enhance their workouts and overall club experience</li><li>Create and coach personalized programs for both in-person and virtual clients</li><li>Maintain an organized and safe fitness floor during shifts and sessions</li></ul><p>Professional Development</p><ul><li>Attend Continuing Education classes to elevate knowledge and qualify for promotions</li><li>Attend and participate in any required one-on-one or team meetings with management</li></ul> <br>Qualifications <br><ul><li>Current Personal Training certification or willingness to obtain one through certification reimbursement program.<ul><li>Eligibility to begin a higher Tier & pay rate based on previous experience and education (Degree in the field)</li></ul></li><li>Current CPR/AED certification <ul><li>Certification opportunities available for non-certified applicants </li></ul></li><li>Possess passion, ambition, drive, and knowledge regarding fitness</li><li>Ability to work in-person during weekdays/weekends</li><li>Strong verbal and written communication skills</li><li>Effective time management and organizational skills</li><li>Basic computer and technology skills</li><li>Energetic, friendly, punctual, and respectful</li></ul><p><strong><u>AS A PERSONAL TRAINER OF THE EQUINOX TEAM YOU WILL RECEIVE:</u></strong></p><ul><li>Compensation for time spent in internal education to support your growth as a Personal Trainer and professional</li><li>Premier facilities with functional training areas, top-of-the-line strength and cardio equipment, and more</li><li>Access to our company discounts with various certifying bodies and countless seminars/workshops for CEU credits</li><li>Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus</li><li>Access to Medical, Dental, Vision, and 401k benefits within the first month of employment</li><li>Pathway to management opportunities via our in-house Manager-In-Training program.</li><li>One of the highest and most competitive compensation plans in the industry with an earning potential of over $100K</li></ul> <br>Additional Information <br><p><strong><u>AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE:</u></strong></p><ul><li>We offer competitive salary, benefits, and industry leading commission opportunities for club employees</li><li>Complimentary Club membership</li><li>Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop</li><li><strong>Pay Transparency: $39.50-$70/per session; or $17.95/hr (non-session work); ability to earn additional incentive bonuses</strong></li></ul><p>This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.</p><p><strong>Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at </strong><em><strong> </strong></em></p><p>All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States.</p>PandoLogic. Category:Sports,

Personal Trainer, Wisconsin Ave

Pak Mission Society

<div><div><div><div><b>Posted date</b></div> <div>23rd December, 2025</div> <div><b>Last date to apply</b></div> <div>31st December, 2025</div>
</div><br>
<div><div><b>Country</b></div> <div>Pakistan</div> <div><b>Locations</b></div> <div>Lasbela</div>
</div><br>
<div><div><b>Category</b></div> <div>Training &amp; Development
</div></div><br>
<div><div><b>Type</b></div> <div>Consultancy</div> <div><b>Position</b></div> <div>1</div>
</div><br>
<div><div><b>Experience</b></div> <div>5 years</div></div></div></div>
<br><p></p><div><p><b>TERMS OF REFERENCE (TOR)</b></p><br>
<p></p>
<div>
<div><div><div><p><b>Title of Assignment:</b></p></div><div><br>
<p>
Consultant/Trainer for Financial Literacy Training</p></div></div><div><br>
<div>
<p><b>Project:</b></p></div><div><br>
<p>
UN-ODC project-Lasbela</p></div></div><div><br>
<div>
<p><b>Donor:</b></p></div><div><br>
<p>
UNODC</p></div></div><div><br>
<div>
<p><b>Location:</b></p></div><div><br>
<p>
Lasbela</p></div></div><div><br>
<div>
<p><b>Duration:</b></p></div><div><br>
<p>
3 Days</p></div></div><div><br>
<div>
<p><b>Start Date:</b></p></div><div><br>
<p>
10th January 2026</p></div></div><div><br>
<div>
<p><b>End Date:</b></p></div><div><br>
<p>
12th January 2026</p></div></div><br>
</div>
</div><p></p><p>1. Introduction/ Background</p>
<p>
Pak Mission Society (PMS), in partnership with Lasbela University of Agriculture, Water and Marine Sciences (LUAWMS), is implementing the Oceanpreneurs: Building Blue Economy Start-ups at Lasbela University to Counter Violent Extremism project. The initiative aims to equip 40 university students with practical, market-driven entrepreneurship skills in priority blue economy sectors, leading to the development of at least 8 viable start-ups within a three-month implementation period.</p><br>
<p></p>
<p>
The purpose of this assignment is to engage a qualified financial literacy consultant/trainer to design and deliver a structured and context-specific financial literacy programme for youth-led start-ups and early-stage enterprises. The programme will be aligned with entrepreneurship incubation needs and CVE objectives, with the aim of strengthening financial management skills, enterprise sustainability, and youth resilience.</p>
<p>
2. Purpose of assignment<b>
</b></p><p>The purpose of the assignment is to develop a comprehensive a structured, market-informed financial literacy training module that equips university students with practical financial management skills for start-ups and early-stage enterprises in blue economy sectors. The financial literacy will equip the students with the practical entrepreneurial and financial competencies required to manage start up or business ideas, future skills and critical thinking that strengthens analytical thinking, adaptability, problem solving and responsible civic engagement.</p><br>
<p></p>
<p>
3. Objectives<b>
</b></p><p>The specific objectives of this assignment are to:</p><br>
<p></p>
<div>
<ul><li>Design and deliver a structured, learner-centred financial literacy training curriculum aligned with early-stage entrepreneurship and start-up development.</li></ul>
<ul><li>Equip participants with practical skills to manage financial resources, including budgeting, bookkeeping, cash flow, and financial planning.</li></ul>
<ul><li>Strengthen participants&rsquo; capacity to link Financial strategies with revenue generation, pricing, and financial sustainability.</li></ul>
<ul><li>Build future skills, including critical thinking, adaptability, problem-solving, and informed financial decision-making.</li></ul>
<ul><li>Support enterprise development through practical application of financial literacy to business plan development, financial projections, and pitch preparation.</li></ul>
<ul><li>Develop tailored facilitator and participant training materials that support practical learning, enterprise readiness, and real-world application.</li></ul>
</div><p>4. Scope of work</p><br>
<p></p>
<p>
The consultant/firm will undertake the following tasks:</p>
<p>
4.1 Review &amp; Analysis</p>
<ul><li>Review the Oceanpreneurship Project document of financial literacy, and stakeholder consultations.</li>
<li>Identify priority subsectors, start-up niches, risks, and enablers to be reflected in the curriculum.</li>
</ul><p>4.2 Curriculum Design</p>
<p>
The consultant/firm will design a modular training curriculum structured around the following four core themes:</p>
<p>
Module 1: Introduction to Financial Literacy for startups</p>
<ul>
<li>Understanding financial literacy and its importance for startup sustainability</li>
<li>Basic financial concepts relevant to early-stage enterprises</li>
<li>Linking financial decision-making with business ideas and startup goals</li>
<li>Introduction to income, expenses, profit, and loss</li>
<li>Role of financial discipline in social and commercial entrepreneurship</li></ul><br>
<p></p>
<p>
Module 2: Basic Bookkeeping Principles of basic bookkeeping for start-ups</p>
<ul>
<li>Recording daily income and expenses using manual tools</li>
<li>Introduction to simple Financial and bookkeeping tools and applications</li>
<li>Managing receipts, invoices, and payment records</li>
<li>Maintaining accurate financial records for transparency and accountability</li></ul><br>
<p></p>
<p>
Module 3: Cash Flow Management</p>
<ul>
<li>Enhances understanding of cash flow in relation to sales, expenses in Financial start-ups</li>
<li>Difference between profit and cash flow</li>
<li>Managing irregular income and start-up expenses</li>
<li>Monitoring cash flow to avoid shortages</li>
<li>Preparing simple cash flow statement for decision making</li></ul><br>
<p></p>
<p>
Module 4: Budgeting and Financial Planning</p>
<ul>
<li>Preparing startup and operation budgets</li>
<li>Estimating startup cost and ongoing expenses</li>
<li>Planning financial resources for short and medium term needs</li>
<li>Setting financial priorities and controlling costs</li>
<li>Aligning budgets with business goals and growth plans</li></ul><br>
<p></p>
<p>
Module 5: Financial Sustainability and Business Decision-Making</p>
<ul>
<li>Understanding income, expenses, and profit for long-term business sustainability</li>
<li>Linking pricing, sales volume, and cash flow management</li>
<li>Preparing and managing business budgets effectively</li>
<li>Estimating costs, revenues, and financial risks in business operations</li>
<li>Ethical financial practices and responsible decision-making</li></ul><br>
<p></p>
<p>
Module 6: Future Skills and Financial Decision-Making</p>
<ul>
<li>Critical thinking and evidence-based financial decisions</li>
<li>Financial risk identification and mitigation</li>
<li>Adaptability and problem-solving in uncertain markets</li>
<li>Understanding and countering financial misinformation and fraud</li>
<li>Responsible civic and economic engagement</li></ul><br>
<p></p>
<p>
Module 7: Interaction with Banks</p>
<ul>
<li>Introduces the role of banks and financial institutions in enterprise development</li>
<li>Opening and managing business bank accounts</li>
<li>Understanding savings, credit, and basic loan products</li>
<li>Responsible use of banking and financial services</li>
<li>Building confidence in engaging with banks and financial institutions</li>
<li>Strengthens ability to challenge misinformation, financial fraud, and harmful narratives related to banking and credit</li>
</ul><p>4.3 Development of Training Materials</p>
<p>
Development of training materials development of training materials</p>
<ul>
<li>Detailed session plans and learning objectives</li>
<li>Facilitator manual with guidance notes and exercises</li>
<li>Student workbook with tools, templates, and assignments</li>
<li>Case studies drawn from local and regional blue economy enterprises</li>
<li>Pre- and post-training assessment tools</li>
<li>Start-up readiness and feasibility scoring matrix</li>
<li>Group assignments, practical exercises, and reflection tools</li>
<li>Present draft curriculum to PMS and LUAWMS for validation</li>
<li>Incorporate feedback from faculty, industry mentors, and PMS</li>
<li>Finalize curriculum and all associated tools</li>
</ul><p>4.4 Assessment &amp; Learning Tools</p>
<p>4.5 Validation &amp; Finalization</p>
<p>5. Methodology<b>
</b></p><p>The consultant is expected to adopt a participatory and applied approach, including:</p>
<ul>
<li>Desk review of market/value chain findings</li>
<li>Consultations with PMS, LUAWMS faculty, and industry mentors</li>
<li>Curriculum benchmarking with relevant entrepreneurship and blue economy programs</li>
<li>Iterative validation and refinement</li>
</ul><p>6. Timeframe<b>
</b></p><ul><li><b>Contract Duration: 3 Days</b></li></ul>
<ul><li><b>Start Date: 16</b><b>th</b><b> January 2026</b></li></ul>
<ul><li><b>End Date: 18</b><b>th</b><b> January 2026</b></li></ul><br>
<p></p>
<p><b>
7. </b>Deliverables and work plan<b>
</b></p><p>The consultant/firm will deliver following work plan/timeline and deliverables.</p>
<div>
<div><div><div><p><b>S No</b></p></div><div><br>
<p><b>
Phase</b></p></div><div><br>
<p><b>
Key Activities</b></p></div><div><br>
<p><b>
Outputs / Deliverables</b></p></div></div><div><br>
<div>
<p><b>1</b></p></div><div><br>
<p>
Training Needs Assessment</p></div><br>
<div>
<ul><li>Conduct a financial literacy needs assessment among project trainees</li>
<li>Identify knowledge gaps</li>
<li>Pre-assessment</li>
<li>Needs assessment</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>2</b></p></div><div><br>
<p>
Develop Training Content</p></div><br>
<div>
<ul><li>Design a financial literacy training lesson plan</li>
<li>Include modules on bookkeeping, budgeting, costing, based on traditional and Financial tools, savings, and credit management</li>
<li>Support groups to budget their capital according to their business idea</li>
<li>Customized training worksheets and lesson plan</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>3</b></p></div><div><br>
<p>
Deliver Training Sessions</p></div><br>
<div>
<ul><li>Use real-life examples and hands on training to explain financial concepts</li>
<li>Help the Trainees implement the concepts to their Lean Social Enterprise Canvas and budget their social plans.</li></ul><br>
<p></p>
<p><b>
Conduct financial literacy Training:</b></p>
<ul>
<li>Introduction to Financial Literacy for Start-ups</li>
<li>Basic Bookkeeping on traditional and Financial tools</li>
<li>Cash Flow Management</li>
<li>Budgeting and Financial Planning</li>
<li>Interaction with Banks</li>
<li>Trainees understand key financial concepts with real-life application.</li>
<li>Updated Lean Social Enterprise Canvas with financial sections filled.</li>
<li>Draft budget and financial plan for each trainee&rsquo;s social enterprise.</li>
<li>Hands-on practice in bookkeeping.</li>
<li>Improved skills in managing cash flow.</li>
<li>Increased confidence in interacting with banks.</li></ul></div><br>
<div>
</div></div><br>
<div><div><p><b>4</b></p></div><div><br>
<p>
Post-Training Evaluation</p></div><br>
<div>
<ul><li>Assess knowledge and skill improvements through post-test/evaluation</li>
<li>Compare pre- and post-training results
<ul><li>Post test and post-training evaluation report</li></ul></li></ul><br>
</div>
</div><br>
</div></div><p></p><p><b>8. </b>Reporting and coordination<b>
</b></p><p>The consultant will report to the program lead and project manager of PMS. The consultant will work under their overall technical guidance and supervision and will be responsible for maintaining regular coordination, providing progress updates, and ensuring timely submission of all agreed deliverables in line with PMS standards and project.</p><br>
<p></p>
<p>
9. Eligibility Criteria</p><br>
<p></p>
<div>
<div><div><div><p>S. #</p></div><div><br>
<p>
Criteria</p></div><div><br>
<p>
Description / Benchmarks</p></div><div><br>
<p>
Allocated Points</p></div></div><div><br>
<div>
<p>1</p></div><div><br>
<p>
Academic Qualification</p></div><div><br>
<p>
Master&rsquo;s degree or equivalent professional qualification in Finance, Business Administration, Economics, or a closely related discipline. Certification in financial literacy training, curriculum development, or adult learning methodologies will be considered an added advantage.</p></div><div><br>
<p>
10</p></div></div><div><br>
<div>
<p>2</p></div><div><br>
<p>
Relevant Professional Experience</p></div><div><br>
<p>
Minimum 3&ndash;5 years of demonstrated experience in designing and delivering financial literacy training. Proven experience working with universities, youth, or community-based programs is required.</p></div><div><br>
<p>
20</p></div></div><div><br>
<div>
<p>3</p></div><div><br>
<p>
Technical expertise in Financial Planning and Budgeting</p></div><div><br>
<p>
Demonstrated expertise in financial literacy, including financial planning, budgeting, savings, and credit management. Evidence must be provided through past assignments, training materials, or relevant work samples.</p></div><div><br>
<p>
10</p></div></div><div><br>
<div>
<p>4</p></div><div><br>
<p>
Content &amp; Soft Skills Integration</p></div><div><br>
<p>
Proven experience in integrating inclusive leadership, soft skills, and participatory approaches into training programs. Experience in developing culturally sensitive and engaging training materials for diverse audiences is a strong advantage.</p></div><div><br>
<p>
15</p></div></div><div><br>
<div>
<p>5</p></div><div><br>
<p>
Delivery and Skills Requirements</p></div><div><br>
<p>
Clear, structured, and participatory methodology for curriculum design and training delivery. Excellent facilitation and communication skills, with the ability to explain complex financial concepts in a simple and accessible manner.</p></div><div><br>
<p>
15</p></div><br>
</div><br>
</div></div><p></p><p><b>B. Financial Evaluation (30 Points)</b></p><br>
<p></p>
<div>
<div><div><div><p><b>S. #</b></p></div><div><br>
<p><b>
Criteria</b></p></div><div><br>
<p><b>
Description / Benchmarks</b></p></div><div><br>
<p><b>
Allocated Points</b></p></div></div><div><br>
<div>
<p>1</p></div><div><br>
<p><b>
Cost Competitiveness</b></p></div><div><br>
<p>
Lowest evaluated financial proposal receives the maximum score. Other proposals will be scored proportionately using the formula:</p></div><div><br>
<p>
20</p></div></div><div><br>
<div>
<p>2</p></div><div><br>
<p><b>
Cost Breakdown &amp; Value for Money</b></p></div><div><br>
<p>
Clarity, realism, and completeness of the cost breakdown against proposed activities, deliverables, travel, and professional fees. Costs should reflect efficiency and value for money.</p></div><div><br>
<p>
10</p></div></div><br>
</div>
</div><p></p><p><b>10. </b>Desired Competencies, Technical Background, and Experience<b>
</b></p><p>The consultant/trainer must possess an advanced degree (Master&rsquo;s level or above) in Finance, Business Administration, Economics, Development Studies, Accounting, or a closely related discipline. Additional certifications or formal training in financial literacy, entrepreneurial finance, curriculum development, or adult learning methodologies will be considered a strong asset.</p>
<p>
2. Professional Experience</p>
<p>
The consultant/trainer must have a minimum of <b>five (5) to seven (7) years</b> of progressively responsible experience in designing and delivering financial literacy training or related capacity-building programs. This experience should include developing structured training curricula, preparing learning materials, facilitating interactive sessions, mentoring entrepreneurs or youth, and supporting early-stage enterprises in financial planning and management.</p>
<p>
3. Sectoral Expertise</p>
<p>
The consultant/trainer must demonstrate strong technical expertise in financial literacy for early-stage enterprises, including but not limited to budgeting, bookkeeping, costing and pricing, cash flow management, savings, and basic credit management. Evidence of this expertise should be demonstrated through previous assignments, training manuals, curricula, or relevant work samples.</p>
<p>
4. Youth, Gender, and Fragile Contexts</p>
<p>
The consultant/trainer must demonstrate a solid understanding of youth engagement, gender equality, and programming in fragile or conflict-affected contexts. Proven experience working with university students, youth groups, women, or marginalized populations is required, along with the ability to design and deliver training that is inclusive, culturally appropriate, conflict-sensitive, and aligned with social cohesion and CVE objectives.</p>
<p>
5. Facilitation and Curriculum Development Skills</p>
<p>
The consultant/trainer must possess excellent facilitation, instructional design, and curriculum development skills, with proven ability to develop learner-centred financial literacy curricula, facilitator manuals, participant workbooks, and assessment tools. Experience in applying participatory and experiential learning methodologies such as group work, practical exercises, case studies, simulations, and reflection is required. Strong written and verbal communication skills in English are essential.</p>
<p><b>
11. </b>Technical Proposal<b>
</b></p><p>The applicant must submit the following document with the technical proposal.</p>
<ul>
<li>Company profile/consultant profile including the proof of relevant experiences.</li>
<li>CVs of proposed staff who will lead the assignment and involved in assignment.</li>
<li>Plan of action for the proposed assignment.</li>
<li>Work plan for the proposed assignment.</li>
<li>Sample road map of previously completed similar assignments.</li></ul><br>
<p></p>
<p><b>
12. </b>Financial Proposal<b>
</b></p><ul><li>Proposed financial offer with a complete breakdown of activities.</li>
<li>The financial proposal must be submitted in PKR inclusive of all applicable taxes.</li></ul><br>
<p></p>
<p><b>
13.</b> How to Apply
</p><p>Interested individual consultants/ consulting firms are invited to submit their technical and financial proposals in sealed envelopes, clearly marked &ldquo;Training on financial literacy&rdquo; through courier on or before by 31sts December 2025 at H-333, Street # 29, G-14/4 Islamabad.</p></div><p></p>

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