Introduction to Financial Planning Products

AIB - INTRODUCTION TO FINANCIAL PLANNING PRODUCTS

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 - 0.5; CEU credits - 1.0

Delivery Methods:  This course is available in the following formats:

For further information, please call Elisa Legg at 212-297-1679 or elegg@nyba.com.

 

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