While many financial services companies have an existing education program in the form of tuition reimbursement, they’re often set up as a passive benefit. Outcomes are rarely measured, and there’s little connection between what workers study and the actual skills you need.

Guild flips the script to align with and directly support your organization’s talent development strategy. Guild isn’t just another education benefit. We help your people build real skills that directly meet pressing talent challenges in financial services — and move them into the roles you need.

While we can and do work alongside many existing learning investments, here’s how our approach stands apart.

• Remove cost as a barrier. Traditional reimbursement models require employees to front the bill. That excludes the very people companies need to retain. With Guild, employers pay upfront — unlocking access and accelerating equity.

• Align skilling with business goals. Access a curated marketplace of 2,000+ programs built for working adults and vetted for business relevance. Unlike a single point solution, Guild’s range of learning partners offers skills and credentials ranging from cybersecurity, data analytics, project management, and beyond.

• Make the journey visible, with support every step of the way. 1:1 coaching, career guidance, and personal portals keep learners on track — and moving toward real mobility. No one’s left guessing what’s next. If an employee wants to become a financial advisor, they know the exact path to get there.

Make every learning dollar count. Real-time data shows exactly how programs perform, how employees progress, and how learning investments drive business outcomes.

In a fast-changing world, it’s easy to overlook the talent you already have. Without clear signals from education or skills data, high-potential employees often go unnoticed —  and key roles stay unfilled.

Guild helps you surface hidden talent and close critical skills gaps. We work closely with your team to understand where you need to grow, then use AI-powered insights to map how roles are evolving and where automation or augmentation may impact your workforce. Based on this, we provide targeted skilling recommendations to prepare employees for what’s next—and help you fill priority roles faster.

Guild’s talent development solutions don’t just attract motivated employees to your business with the promise of career opportunity — we also help you identify high potential talent within your workforce and skill them into the roles you need most. 

The financial services industry is losing experienced professionals in key roles, and the rate of replacement isn't keeping pace. Guild offers a solution: empower your current employees to fill these gaps. We provide upskilling and reskilling pathways for all levels, from frontline staff to executives. Leverage your team's existing strengths — valuable client relationships, deep institutional knowledge, and inherent potential — to foster growth and improve retention.

Guild offers AI learning opportunities for every level of your workforce:

• AI Fundamentals: Build a baseline understanding of what AI is, how it works, and what it means for your business — designed for all employees, including those on the frontlines.

• AI in Practice: Learn how to use AI tools in day-to-day work. Ideal for early- to mid-career professionals looking to apply AI in real time.

• AI Expertise: Dive deeper into technical skills like building and scaling AI solutions — built for engineers, data scientists, and other tech professionals.

• AI for Leaders: Equip leaders with the knowledge to integrate AI into business strategy and lead teams through AI-driven change.

These short-form credentials and practical skilling programs help ensure every employee is ready to use AI effectively — accelerating your organization’s transformation.

Guild’s AI learning programs have grown rapidly, both in scale and impact. Learners who participate are 1.6x more likely to move into new roles internally and see 2.2x greater salary uplift compared to peers who don’t use the benefit.

Guild’s Learning Marketplace serves a wide variety of educational priorities in financial services, focusing on bridging skills gaps and responding to workforce challenges. We’re also always expanding our programming and innovating alongside our education and employer partners. 

Here are just a few of the common positions and career trajectories Guild facilitates. If you want to go deeper into how we can build talent pipelines at your organization, connect with one of our experts.

Key roles supported

• Certified financial professionals

• Financial managers

• Data analysts

• Investment analysts

• Underwriters

• Branch managers

• Software engineers

• Cybersecurity specialists

Learning and development focus areas

• Financial certifications: Prepare employees for industry-recognized certification to help them grow their careers.

• Short-form credentials: Designed to be accessible and directly aligned with business needs, these programs help employees gain relevant skills quickly.

AI and technology integration: Help all workers adapt to evolving technology in the finance sector.

We don’t do one-size-fits-all. Every partnership is co-designed to reflect your workforce, your goals, and your company’s unique culture. Our team works alongside yours to build skilling solutions that create measurable business impact.

Here’s how that looks in action:

• Start with your strategy. Begin with a deep dive into your talent goals, culture, and business needs. Whether the focus is upskilling call center workers or training new financial advisors, the plan is built for your priorities — not pulled from a template.

• Design learning that fits. Use a curated marketplace of programs built for working adults. Every offering is vetted for job relevance, so employees gain the skills your organization actually needs. (And if we don’t have what you need, we can find or build it with our innovative learning partners.)

• Move talent into priority roles. Create structured career pathways that guide employees toward high-demand roles. Layer in coaching to increase participation, internal mobility, and retention — and reduce your need to hire from outside.

• Track what matters. Tap into live dashboards to measure progress in real time — from program usage to roles filled to ROI.

• Future-proof your workforce. Get targeted skilling for today’s needs and tomorrow’s opportunities — from cybersecurity analysts to wealth managers and beyond.

Guild’s direct integration with our vetted learning partners means real-time access to the data that matters — engagement, pipelines, ROI, and more. With standardized dashboards and expert support, you’ll get the insights to prove impact to executives and plan what’s next.

Guild coaching means 1:1 support that transforms career and academic aspiration into action. Our goal is to help your employees meet theirs.

Throughout their journey with Guild, learners receive comprehensive support designed to help them explore programs, apply and enroll, persist, and mobilize their careers. Here’s what that support looks like:

• Set goals with Growth Coaches: Learners work with a dedicated coach to set clear goals, manage their time, and build habits that help them turn academic aspirations to tangible career moves.

• Advance with Career Coaches: Near the end of their program, learners often work with a coach on resume-building and interviewing to move confidently into a new internal role.

Stay on track with ongoing support: Continuous coaching and dedicated member support helps learners stay motivated, navigate challenges, and achieve their goals.