Aashima Kapil

Aashima Kapil has a diverse work experience in various roles, starting with their current position as an Instructional Designer at Workato. In this role, they are responsible for designing self-service training solutions, creating learning materials, and coordinating with various teams to ensure the success of the training program.

Prior to their current role, Aashima worked as a freelance Learning and Development Specialist, where they assisted a pharma client with their learning needs. Aashima designed and developed interactive videos and slides that met accessibility standards.

Aashima also has experience as a Financial Advisor at TD, where they provided personalized financial advice and managed reporting data and documentation. Aashima achieved service level agreements and productivity targets in this role.

Earlier in their career, Aashima worked at Ameriprise Financial Services, Inc., where they held two positions. As a Team Lead, they facilitated knowledge sharing and collaborated with various stakeholders to create a learning culture. As a Senior Associate, they provided customized financial planning and portfolio management services to clients.

Overall, Aashima Kapil has demonstrated expertise in instructional design, learning and development, financial advisory, and team leadership throughout their career.

Aashima Kapil completed their education as follows:

- From 2014 to 2016, they attended Bharati Vidyapeeth and earned a Master of Business Administration (MBA) degree in Finance and Financial Management Services.

- In 2010 and 2011, they studied at the International College Of Financial Planning, where they obtained a Post Graduate Diploma in Financial Planning (PGDFP) focused on Financial Planning and Services.

- Between 2007 and 2010, they pursued their Bachelor's degree in Computer Application (BCA) at Bharati Vidyapeeth, specializing in Computer Software and Media Applications.

- Before their higher education, they received a High School Diploma from Delhi Public School in 2007.

In addition to their academic qualifications, Aashima Kapil has also obtained the following certifications:

- In June 2018, they completed the Investment Funds in Canada certification from the Canadian Securities Institute (CSI).

- In March 2014, they obtained the CRPC certification from the Financial Planning Standards Board Ltd.