AIB Introduction to Financial Planning Products (6544)

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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.

 Audience

Bank personnel such as personal bankers, retail bankers and call center employees who need to know about financial planning products offered by banks.

Enrollment Form

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