Program Description:
This AIB course provides an overview of the mutual
funds and securities that are available through many
banks today. It reviews securities products, discusses
how to identify securities customers and how to make
the referral. It covers why banks offer securities
products, the risks associated with them, and their
basic features.
After successfully completing this course, the student will be able to:
- Describe how insurance products and services
address customers’
- Explain how offering securities products can benefit both retail banks and their customers
- Describe the risks associated with securities products
- Identify customer characteristics that may indicate the need or desire for securities products
- Make effective referrals to bank-designated, licensed securities specialists
Who Should Attend:
Personnel who manage customer relationships and/or
who are in a position to identify referral opportunities,
e.g., personal bankers and new accounts staff.
Designed for personnel who are not licensed to sell
securities, and may have little or no previous knowledge
of securities products.
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