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INTRODUCTION TO FINANCIAL PLANNING PRODUCTS
Self-paced online course - ABA eLearning (length: 2 hours)
Price: $95 members; $130 non-members
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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.
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