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Course Details

Introduction to Financial Planning Products

Webinar: ID# 1000631
Date: Recorded
About This Course:
Customers are increasingly looking for a wide array of investment options. This webinar will review the basic security options available to the consumer. 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.

The Presenter
The webinar leader is J.T. Turner, who has over 28 years of experience in the lending industry. He has worked as a trainer for the past 22 years, in areas of lending, underwriting, origination, quality control, and personal growth. He is a seminar leader for the Center for Financial Training, a member of the Franklin Speakers Bureau, and past member of the National Speakers Association. J.T. is also a professional actor, with credits in film, TV, radio and on the stage.

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Introduction to Financial Planning Products
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