Learning Strategy & Roadmap
Analyze business priorities, capability gaps and target audiences to build structured learning roadmaps.
Strategic L&D Portfolio
Turning learning into performance.
Master Trainer, Strategic L&D Partner.
I am a Master Trainer and Learning and Development expert with more than 10 years of experience in life insurance, bancassurance, sales-force development, leadership development and high-net-worth advisory capability.
My work includes needs analysis, learning-solution design, content development, training delivery, capability assessment and cross-functional project collaboration.
Master Trainer & Strategic L&D Partner
Insurance | Bancassurance
10+ Years
Insurance & Learning Development
End-to-End
Learning solution capability
Multi-Level Audiences
Sales Teams · Managers · Leaders
Industry Focus
Insurance · Banking · HNW
About my work
Learning solutions designed around real business needs.
My work goes beyond delivering training sessions. I partner with business leaders and stakeholders to analyze capability gaps, design relevant learning journeys, develop practical materials, coach facilitators and monitor impact after implementation.
I believe effective learning should be practical, engaging and directly connected to performance.
Business-Aligned
Learner-Centered
Impact-Driven
Areas of expertise
How I can support organizations.
Training Program Design
Design learning architecture, curriculum, facilitator guides, participant materials, activities and assessment tools.
Master Training & Facilitation
Deliver training directly, develop internal trainers and facilitate learning experiences for sales teams and managers.
Competency Assessment
Build assessment frameworks to classify capability levels and create targeted development plans.
Leadership & Sales Capability
Develop leadership, coaching, communication, sales and performance-management capabilities.
Personal Financial Planning & HNW Training
Design specialized training solutions on personal financial planning for sales teams serving high-net-worth clients.
Selected Projects
Strategic initiatives and capability-building programs.
Comprehensive personal financial planning
AIA × FIDT Wealth Academy
- Role
- Project Lead & Key Trainer
- Context
- A professional financial planning program built in collaboration with external experts.
- Contribution
- Collaborated with subject-matter experts to shape program structure, develop content and directly deliver core modules.
- Focus
- Financial planning · Advisory skills · Program design
Capability assessment
Skill Assessment Program
- Role
- Program Designer & Project Specialist
- Context
- Structured assessment system for Sales Managers and bank staff.
- Contribution
- Contributed to assessment criteria, assessment structure, capability classification method and development direction for each audience.
- Focus
- Assessment · Competency mapping · Development planning
Management capability
Leadership & Sales Development
- Role
- Master Trainer & Program Development Expert
- Context
- A development series for Sales Managers and Regional Heads.
- Contribution
- Designed and directly delivered programs focused on leadership, coaching, communication, sales and performance management.
- Focus
- Leadership development · Coaching · Performance
High-net-worth advisory
Private Banking & HNW Capability Development
- Role
- Learning Design Expert & Trainer
- Context
- Specialized program for bank staff and advisors serving high-net-worth clients.
- Contribution
- Developed and directly delivered content related to HNW client insight and personal financial planning.
- Focus
- HNW · Financial advisory · Client experience
On-the-job development
Branch Coaching & Joint Fieldwork
- Role
- Program Framework Designer & Trainer
- Context
- Practical coaching framework enabling managers to support bank staff and partners at the branch.
- Contribution
- Designed tools, observation processes, feedback structure and practical guides for managers and sales staff.
- Focus
- Field coaching · Observation · Feedback · Sales practice
Business partnering
Strategic L&D Partnership
- Role
- Strategic L&D Partner
- Context
- Working with a bank partner to align training solutions with business priorities.
- Contribution
- Partnered with the bank counterpart to analyze needs, develop content and propose capability development roadmaps aligned with business goals.
- Focus
- Stakeholder collaboration · Needs analysis · Learning strategy
My approach
From business challenge to learning impact.
- 01Discover
Understand business context, stakeholders and desired outcomes.
- 02Diagnose
Identify capability gaps, learner needs and performance blockers.
- 03Design
Build the learning journey, content, activities and assessment tools.
- 04Deliver
Facilitate, support the delivery team and enable implementation in real work.
- 05Drive Impact
Track feedback, behavior change and business signals to keep improving.
Working principles
The way I think about learning.
Practical before theoretical.
Training should help learners do their job better in real situations.
Business needs before training topics.
The right solution begins with a real need — not an off-the-shelf course.
Behavior change before attendance.
Success is measured by application and impact, not attendance or completion rates.
Credentials
Trained. Certified. Practical.
Education
Foreign Trade University
English Language — Business English
Languages
- Vietnamese — Native
- English — Intermediate
Certificates
- Certified Financial Planner — Level 1
- Vietnam Financial Advisory Association
- LOMA 281
- LOMA 291
- LOMA 302
What partners say
Voices from the field.
“Easy to understand, practical.”
—
Training participant · Bancassurance
“Energetic, passionate, and cheerful.”
—
Training participant · Bancassurance
“Impressive.”
—
Training participant · Bancassurance
Great learning does more than transfer knowledge. It changes performance.
Let’s discuss how a practical learning solution can support your people and business priorities.