Helping your organization improve talent development

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Trained Employees

Improve Your Customer Experience and Loyalty

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Attract and Retain

Attract and retain top talent, improving employee retention as well as customer satisfaction.

Develop Talent

Create a talent pipeline so you can promote from within, saving costs and time on recruitment.

Meet Business Objectives

Increase your bottom line—financial services organizations can realize greater ROI and net savings with education for financial services employees.

Form a Strategic Educational Partnership to Solve Core Workforce Challenges

Purdue Global will (1) help identify critical issues and talent gaps and (2) tailor innovative employee training across functions in financial services.

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Your employees can earn a degree that helps them grow within your organization—with no out-of-pocket tuition and no debt.*

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From customized course bundles and certificates to undergraduate and master’s degrees, we offer a comprehensive range of business and IT programs.

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We can quickly map our programs to your internal training, as well as maximize credit for prior learning and experience, saving time and lowering costs.

What Our Financial Services Training Partners Think

Financial Services Industry News and Insights

  • Press Release
    Purdue Global Partners With Securitas to Develop Certificate Programs and Employee Education Benefit

    Securitas, the knowledge leader in the protective services industry, announced an exclusive partnership with Purdue Global to offer four security certificate programs to enhance the knowledge and skills of its security officers. The partnership also establishes a substantial financial benefit to help officers earn associate's or bachelor's degrees from Purdue Global.

    Read the Press Release
  • Principal Case Study
    Improving Customer Service With Customized Financial Services Employee Education

    Principal Financial Group, a member of the Fortune 500, needed to improve the customer experience. Purdue Global developed a specialized financial services training program focused on customer service that effectively solved Principal’s critical skills gap.

  • Facts

    According to Nielsen, one of the top reasons people switch financial providers is due to poor customer service.

  • Infographic
    Generational Differences in the Workplace

    One size doesn’t fit all when it comes to today’s workforce—five generations of workers means five approaches to work. Learn how to adjust to a multigenerational workforce.

    View Infographic
  • Articles
    Developing Managers and Leaders Among a Millennial Workforce

    Millennials, born between 1981 and 1996, dominate the workforce right now. This article explores how to cultivate millennial leadership.

    Read the Article
    Is Your Workforce Ready for Industry 4.0?

    Industry 4.0, or the fourth industrial revolution, refers to how computerized technologies are changing manufacturing. Learn more about what Industry 4.0 means for businesses and solutions for preparing your workforce for advancements in technology.

    Read the Article

Build employee expertise in areas such as human resources, management, investment, wealth management, finance, accounting, customer service, and more.

Purdue Global Financial Services Training Professionals

Our employee education partnership team is composed of experts with years of service and experience in your field. Click on their photos to learn about our leadership team and to access their contact information.
Naomi Brezi
Naomi Brezi
Vice President, National Partnerships

Phone: 908-803-5773

As vice president, Naomi Brezi leads the national strategic partnerships team in forging and strengthening relationships with Fortune Global 500 companies to build and develop performance and organizational workforce development strategies. An experienced and knowledgeable performance executive and trusted advisor, she is passionate about helping clients achieve their business objectives and solve complex business issues.

Naomi is a graduate of New York University with a dual degree in finance and international business and is currently pursuing her master’s degree in leadership and performance strategy. She serves as a regional leader for the Network of Executive Women (Carolinas region) and actively supports and volunteers at A Child’s Place and Second Harvest Food Bank. Naomi enjoys time with her family, travel, and entertaining.

Naomi Brezi
Vice President, National Partnerships
Chris Motz
Chris Motz
Executive Director, Regional Partnerships

Phone: 301-739-2680

As executive director for strategic regional partnerships, Chris Motz leads the effort to bridge the skill gaps that corporate and community organizations have identified as areas of great need. Chris earned his Bachelor of Arts in Religion from Huntington College, a Master of Divinity from Huntington College Graduate School of Christian Ministries, and a Master of Arts in Higher Education from Ball State University. Chris is also a graduate of the Institute for Educational Management at Harvard University’s Graduate School of Education and is currently enrolled in the Executive Juris Doctor program at Concord Law School of Purdue University Global.

In previous roles, Chris served as president of Hagerstown Business College, Kaplan College, and as an area president for Kaplan University. His combined experience in higher education and multilevel education environments enables him to drive strategy and partnership development that leads to positive growth outcomes for both the organization and the individuals who make it happen.

Chris Motz
Executive Director, Regional Partnerships

Contact Us Today

To learn more about our financial services employee education solutions, please fill out the form below.

By submitting this form, I agree that Purdue University Global (PG) may contact me regarding educational services by telephone, email, or text message at the telephone number(s) and email address provided above. If I reside outside the U.S., I consent to the transfer of my data to the U.S. PG’s privacy policy governs the submission and handling of this data.


Purdue Global cannot guarantee employment or career advancement.

*Refers to recipients of the Advantage Tuition Grant. Depending on the alliance partner, the Grant may cover the difference between eligible alliance organization employee tuition assistance and the cost of completion of a Purdue University Global degree. Students who choose to take out supplemental loans are responsible for their repayment in full, including interest and fees, and thus do not receive a no-cost, debt-free education. Reduced tuition recipients are not eligible for other Purdue Global tuition reductions or ExcelTrack™ pricing.

†Purdue Global does not guarantee the transferability of credit from any of these sources. See the University Catalog for the Prior Learning Assessment policy.

‡Source: Nielsen, "In Financial Services, Customer Service Can Be a Deal Maker—Or a Deal Breaker."