EmailIntroduction to Financial Planning Products Webinar
Customers are increasingly looking for a wide array of investment options. This webinar will review the basic security options available to consumers interested in financial planning. This introduction will review products, characteristics, risk and potential return of investment vehicles.
Covered Topics:
•Basic Bank Products – Deposit Accounts and Certificates of Deposit
•Fixed Rate Investment Options – Bonds
•Growth Investment Options – Stocks and Mutual Funds
•Retirement Products – IRA’s, 401k’s and other retirement vehicles
Who Should Attend?
While not a licensing class, this will give a great introduction for all bank and credit union personnel that deal with investment products.
Instructor: J.T. Turner
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| Webinar | 09/04/12 | Audio CD Recording | $285.00 | Order | |||
| Webinar | 09/04/12 | Six Month On-Demand Recording | $255.00 | Order | |||
| Webinar | 09/04/12 | 09/04/12 | 11:00 AM | 01:00 PM | Live, On-Demand, CD Recording | $395.00 | Register |
| Webinar | 09/04/12 | 09/04/12 | 11:00 AM | 01:00 PM | Live Webinar | $255.00 | Register |
| In-House | Any | Submit Request |
