Course Demos     Log Into ABA eLearning     AIB Overview     AIB Online Courses     AIB Textbooks INTRODUCTION TO FINANCIAL PLANNING PRODUCTS Self-paced online course - ABA eLearning  (length: 2 hours) Price: $95 members; $130 non-members  Print Registration Form     Enroll Online This course is also available at discounted prices under an annual license.  Call or email for details. Course Description:  Introduction to Financial Planning Products is designed to teach students about financial planning products and how they can fit into a specific client's financial planning strategy. After a thorough overview of planning products, students will learn three key elements in assessing their advantages and disadvantages: liquidity, risk, and return. Students will also learn to identify licensing requirements relevant to selling certain financial planning products. Audience:  All customer contact personnel such as personal bankers, retail bankers, or call center employees, who need to know about the products and services their bank offers. Learning Objectives:  After completing this course, students will be able to: ·         Identify the benefits for clients of financial planning ·         Explain why banks offer financial planning products ·         Identify the financial planning product groups ·         Describe the major products comprising each group ·         Assess products in terms of liquidity, risk, and return ·         Compare products and product groups in terms of liquidity, risk, and return ·         Identify the licensing requirements relevant to selling certain financial planning products Course Credits:  AIB credits - 0.25 For further information, please call Elisa Legg at 212-297-1679 or elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.