FinLearn creates immersive, tailored experiences for finance professionals with Totara.

Totara Award winner for Most Innovative Use of Totara

FinLearn is an e-learning platform aimed at finance professionals, with over 40 CPD-certified modules across 10 learning programs. It leverages Deloitte’s extensive expertise and methodologies to deliver interactive, practical learning experiences. Whether you’re gaining CPD hours for professional development or accessing the latest industry insights, FinLearn equips you with the awareness and understanding needed to succeed in today’s fast-evolving landscape.

The Challenge

As FinLearn grew, the team identified several opportunities to scale the platform and deliver a more personalized learning experience for an expanding and diverse user base. These included:

• Expanding program offerings: The platform initially launched with a single learning program, which saw tremendous success thanks to its high-quality content. However, as FinLearn’s audience grew, so did the demand for a broader, more diverse catalog. Expanding the offering became essential to address a range of industries and skill levels and to introduce more interactive content—aligning perfectly with the capabilities of the Totara platform.

• Addressing diverse learner needs: With a user base ranging from beginners to seasoned professionals, FinLearn needed to strike a balance between depth and accessibility. The opportunity lay in refining its offerings to support learners at all stages of their professional journey—from those just entering the field to experienced experts honing their skills.

• Demonstrating impact: As the platform gained traction, clients increasingly wanted clear, measurable outcomes from their training programs. The team saw a need to enhance reporting features to demonstrate tangible value and return on investment (ROI).

• Enhancing customization options: As the user base diversified, so did learner needs. FinLearn recognized the importance of creating a more flexible platform with features that could elevate engagement and support scalable growth. Customization became a key priority in delivering a more adaptive, learner-centered experience.

These challenges made it clear that FinLearn needed a more robust, scalable, and flexible solution to continue delivering dynamic, high-impact learning experiences.

The Solution

To build on its success with Totara, FinLearn expanded the platform’s capabilities by tapping into Totara’s product roadmap and advanced features. The goal: to scale more efficiently, personalize the learning experience, and deliver measurable results.

The decision to grow with Totara was driven by a clear vision—to create a platform that could adapt to changing learner needs while offering clients actionable metrics to demonstrate impact. Key enhancements included:

• Program expansion: FinLearn has grown from a single program to a portfolio of ten programs covering everything from finance-specific skills to soft skills and emerging industry trends. This diversification helped reach a broader audience across both public and private sectors.

• Customizable features: Totara’s open-source flexibility allowed the FinLearn team to develop highly tailored experiences, including:

Avatars and gamification: Personalized avatars and gamified elements such as leaderboards created a fun, competitive learning environment.

Interactive content: H5P activities, interactive videos, and feedback boxes turned passive learning into an engaging, immersive experience.

Bespoke navigation: Custom dashboards, intuitive course navigation, and personalized recommendations helped create a learner-first experience.

Tailored learning: Programs could be adapted to individual learners or client-specific needs, keeping the focus on meaningful learning outcomes—prioritizing quality over time spent on the platform.

• Advanced reporting: Totara’s powerful reporting tools allowed FinLearn to track learner progress in real-time. Clients could now clearly see the value of their training programs, enhancing transparency and reinforcing ROI.

  

• User-centric design: The team focused on making the platform intuitive and accessible, introducing features like personalized “My Learning” pages, progress tracking, and peer comparisons to boost motivation and engagement.

• Continuous innovation: Thanks to Totara’s open architecture, FinLearn continues to innovate—adding features such as achievement notifications (like confetti celebrations) and creating social learning spaces to drive engagement.

  

With these features in place, FinLearn created a platform that not only addressed current needs but offered the scalability and flexibility to evolve with future goals.

The Results

The transformation has delivered impressive results for both FinLearn and its learners:

• Broader reach: The platform now serves over 2,700 active users, including major clients in retail, hospitality, and telecoms—representing a significant increase from earlier years.

• Improved engagement: Learners consistently praise the platform for its interactivity and personalization. Features like leaderboards, gamification, and mixed-media content have made learning more enjoyable and effective.

• Scalable growth: The modular design enables FinLearn to continuously expand and customize its offering, staying aligned with changing industry demands.

• Clear ROI: Clients now have direct visibility into learner progress and program outcomes. Totara’s reporting tools have been instrumental in strengthening client relationships and demonstrating real value.
  

What makes FinLearn’s journey particularly compelling is its commitment to continuous improvement. Starting with just one program, the platform has evolved into a dynamic, multi-program solution catering to a broad range of learner needs.

By fully embracing Totara’s open-source flexibility, FinLearn has built a platform that delivers personalized, interactive, and measurable learning—empowering professionals across industries. Their transformation serves as a model for how innovation and adaptability can create meaningful learning experiences that deliver real impact.