|
AIB - UNDERSTANDING FINANCIAL PLANNING
Delivery Methods: This
course is available in the following formats:
·
ABA eLearning Self Paced course
Price: $95 members; $130 non-members ENROLL NOW
·
Handbook and
Trainer's Guide -
Tools for in-house training
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.
|
