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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:
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Identify the benefits for clients of financial
planning
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Explain why banks offer financial planning products
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Identify the financial planning product groups
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Describe the major products comprising each group
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Assess products in terms of liquidity, risk, and
return
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Compare products and product groups in terms of
liquidity, risk, and return
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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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