Course Demos     Log Into ABA eLearning     AIB Overview     AIB Online Courses     AIB Textbooks UNDERSTANDING FINANCIAL PLANNING 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:  This course introduces students to the importance of financial planning.  Students will gain general knowledge of various financial products, and learn to assess a client's financial needs by evaluating their current financial situation using net worth, rate of savings, and cash flow.   Students will also examine how personal factors such as risk tolerance, goals, and time frame, affect a client's investment decisions. Audience:  Bank personnel who want to understand the basics of financial planning and what financial planners do.  Before proceeding through this course, students should have a basic knowledge of their bank's or financial institution's products and services. Learning Objectives:  After completing this course, students will be able to: ·         Explain the importance of financial planning ·         Describe the different financial products ·         Determine a client's current financial situation ·         Identify a client's financial goals ·         Determine a client's financial time frames ·         Assess a client's risk tolerance. Prerequisites:  None, although familiarity with general banking practices, either in lending functions or deposit/operations, is recommended. 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.