Referring Investment Clients

$95.00

SKU: 10289 Category: Tag:

Description

Provides an overview of securities products commonly offered by banks and explains how to detect clues to identify the clients’ recognized and unrecognized financial needs. Explores the effective referral model to help clients see the value in referral suggestions and in meeting with an investment specialist.
What You’ll Learn
After successfully completing this course, you will be able to:

  • Identify key regulations and guidelines banks must follow when offering investment products
  • Identify benefits and risks associated with investment products
  • Describe the basic features of common investment products
  • Recognize clues and gather information to support and enhance a referral
  • Use the Effective Referral Model to make needs-based, professional referrals
  • Address common client concerns about following through on a referral
  • Additional information

    Audience
    Credits

    n/a

    Member Price

    95.00

    Non-Member Price

    130.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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