MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_NextPart_01CCFB86.3627F700" This document is a Single File Web Page, also known as a Web Archive file. If you are seeing this message, your browser or editor doesn't support Web Archive files. Please download a browser that supports Web Archive, such as Microsoft Internet Explorer. ------=_NextPart_01CCFB86.3627F700 Content-Location: file:///C:/C918B227/AIBIntrotoFinancialPlanning.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii" Southeast Regional Center for Financial Training

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AIB Intro to Financial Planning Produc= ts  

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. Af= ter a thorough overview of financial planning products, students will learn thr= ee key elements in assessing the their advantages a= nd disadvantages: liquidity, risk, and return. Students will also learn to identify licensing requirements relevant to selling certain financial plann= ing products.

Introduction to Financial Planning Products

Credit Hours

 1/2

Availability:

(See website for details)

 Self-Paced Online

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:

Ide= ntify the licensing requirements relevant to selling certain financial planning products

 

Enrollment Form

Download and print an enrollment form = from here, complete and fax to 904-354-1834.

 

 

 

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