Introduction to Financial Planning Products
Introduction to Financial Planning Products is designed to teach students about financial planning products and how they can fit into a specific client's financial planning strategy. After a thorough overview of financial planning products, students will learn three key elements in assessing the their advantages and disadvantages: liquidity, risk, and return. Students will also learn to identify licensing requirements relevant to selling certain financial planning products.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; ICB: 0 |
| Prerequisites | None, however basic familiarity with financial planning and its benefits are helpful |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel such as personal bankers, retail bankers and call center employees, who need to know about financial planning products offered by banks.
Learning Objectives
After completing this course, students will be able to:
- Identify the benefits for clients of financial planning
- Explain why banks offer financial planning products
- Identify the financial planning product groups
- Describe the major products comprising each group
- Assess products in terms of liquidity, risk, and return
- Compare products and product groups in terms of liquidity, risk, and return
- Identify the licensing requirements relevant to selling certain financial planning products
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.