Referring Mutual Funds and Securities Customers
Price: € 113.92 (EUR)
Add to Cart
Have a question about this course?
Course Description
Referring Mutual Funds and Securities Customers teaches students a professional and effective process for referring clients to a licensed securities specialist. After an overview of securities products commonly offered by banks, students will learn how to use a variety of clues to identify a clients' recognized and unrecognized financial needs, and how to gather information that a licensed investment specialist will find helpful as they work with a referred client. Students will also learn how to use the H.E.L.P. tool to make effective and professional referrals."
Back to Top
Course Outline
Overview of Securities and Modern Banking, Securities Products Commonly Offered by Banks , Recognize Client Clues and Gather Information, Referral Steps Used to Grow Securities Business, Course Wrap-up"
Back to Top
More Information
| Language | English |
| Course Length | 6.00 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | Before beginning this course, you should be familiar with:, An understanding of basic finance or banking principles may be helpful before starting this course., although knowledge of securities products offered by your bank is helpful" |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: € 113.92 (EUR)
Add to Cart