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.

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

Enrollment Form

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