Finance for the Non-Financial Professional, Assessment

With this course you will increase the knowledge and ability to: utilize the skills necessary for effective relationship building and service excellence.

8-Hour Course

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200 items in stock

Course Description

Customer Service is important because it embodies your organization’s mission and culture and ultimate impacts your bottom line. In this course, students will learn who internal and external customers are, assess service strengths and weaknesses, how to have a customer-centered attitude, and how to say no in a positive way. At the end of the course, students will be able to demonstrate the seven essential service keys, practice active listening, and maintain calm in difficult customer situations to create mutually beneficial solutions.


Design Framework

Designed employing psychometric principles, our assessments measure the concepts and skills participants acquire from the training, while using the pre-assessment as a benchmark for the learning process.  Created by professional, credentialed instructional designers and subject-matter experts, our assessment strategies determine whether the level of proficiency gained through the training meets the participant needs, and whether they will be able to use these new competencies in the workplace. 


Purchasing Process

The purchase of each assessment includes a pre and post assessment of 20 questions each.. Keeping our customers' needs in mind, we have made available the option of purchasing our tests either as a hard-copy or an online version that is readily available for participants.  Our online testing includes at no extra cost timed-testing tools that let trainers and participants evaluate their performance.


Shipping and handling fees apply to all hard-copy testing: $5.95 per package for less than 1 lb.  If you decide to purchase the online version of our assessments, one of our representatives will contact you withing 48-hours and provide electronic instructions to access our testing platform.  Technical assisstance is also provided at no extra cost.


Training Materials


Click here to purchase the Instructor Set for this assessment in English.

Click here to purchase the Participant Guide for this assessment in English.

Click here to purchase this assessment in Spanish.

  • Format: Laser Printed
  • Materials Package: This assessment goes with an Instructor Set and a Participant Guide.
  • Assessment is available in Spanish

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