Financial services product training apparatus and method related thereto

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 6062862
SERIAL NO

08968931

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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The invention includes a user method and system for accessing mentor experience information in a knowledge based user educational guidance system accessing, storing, compiling and transferring mentor experience information directed to financial services. The method includes the steps of providing a graphical user interface for introducing and navigating throughout the knowledge based system, providing a set of alternative learning paths which require interactive user participation in accordance with the mentor experience information, providing means for the user to interactively select a desired learning path based on user interest and demonstrated performance, providing contextual case based explication and application of the mentor knowledge and experience directed to financial services, providing a set of interactive multi-tiered valid use simulations of application of the knowledge in accordance with the knowledge based system, providing interactive means for mentoring the user when, as, and if user learning guidance is required, and providing consequential feedback for the user based on user responses to the mentoring.

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Patent Owner(s)

Patent OwnerAddress
INTELLISHARE LLCPMB 383 60 E CHESTNUT STREET CHICAGO IL 60611

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Koskinen, Robin S 1443 N. Dearborn, Chicago, IL 60610 2 114

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