One module of the training provides an overview of margin trading terms and concepts. The second module provides an overview of the proprietary application used to read account balances; it includes a demonstration and practice simulation.
Reinforcing E*Trade’s brand while delivering solid conceptual and procedural training, we had a lot of fun building this project. E*Trade representatives played customers calling in, we used a green screen to capture the video, and then placed video in graphic settings; i.e. A trucker calling from the road or a business woman calling from the office.
Task Analysis
Instructional Design
Project Management
Macromedia Authorware
Simulations
Adobe Premiere
Windows API calls
Margin Account Basics
Main Menu for Reading Margin Account and Balance Screens

Margin Account Basics
