CFTEA

Banks and Personal Wealth Management

$55.00

SKU: 17e62166fc85 Category:
Code: A1012SP

Description

Guides you through managing customers’ personal financial assets. See the active role banks play in their communities by growing assets. Explore the services banks may offer for financial planning and wealth management. Discover trust and investment products and services that meet many financial needs.

Duration: Approximately 10 minutes
Created: November 2017

What You’ll Learn

After successfully completing the course, you will be able to:

  • Explain financial planning tools and process
  • Describe insurance and investment products that banks offer
  • Define retirement planning considerations and products
  • Explain the laws, regulations, and expectations for banks and bankers engaged in providing investment, insurance, and trust services

Audience

For Onboarding. Anyone who needs an introduction to banking, whether just starting a career in the industry or a more experienced professional from a different industry, including specialists in non-banking functions such as marketing, information systems, and human resources.

Course Credits

ABA Certificates: This course applies to the following certificates as part of the Banking Basics Suite:​​

  • Bank Solutions Provider Certificate
  • Bank Teller Certificate
  • Branch Manager Certificate
  • Customer Service Representative Certificate
  • Personal Banker Certificate
  • Small Business Banker Certificate
  • Supervisor/Team Leader Certificate​​
  • Universal Banker Certificate
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