Program Description:
This course teaches 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.
Who Should Attend:
Bank personnel such as personal bankers, retail bankers, and call center employees who need to know about financial planning products offered by banks.
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