Why Do You Need Investment Product Training?

Investment products are securities which are bought for the purpose of making a profit. These products are offered to clients to meet a wide range of financial needs and goals. In today’s market, there is a growing demand among customers for full disclosure of the risks associated with their investment portfolios. It’s imperative that you become familiar with each of the various product offerings so that you can better serve your clients and the Bank.

Overview of Investment Products will teach you the importance of introducing new products to clients on a timely basis in order to educate them on how to best manage their funds. In addition to addressing clients’ needs, knowing your investment products will help you develop strong relationships and help you find more opportunities to cross-sell.

 

Upon completion, you'll receive a Banker's Academy Investment Products Certification (BAIPC). With Banker's Academy's global presence, our BAIPC will help you advance your career in today's industry.

 

What's The Class Like?

Overview of Investment Products is a comprehensive training program that teaches you about the different types of investment funds, examples of commodities, trust offerings and insurance services. The course covers estate and retirement planning, as well as, types of alternative investments and investment strategies. Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.

The course is an eLearning course that is accessible over the Internet from any location at any time. You can begin the course immediately! The course uses sound, video and animation to make learning challenging and entertaining. Extensive online help and an online support staff can answer any questions that you may have. Online progress tracking makes it possible to instantly certify you when you complete the course.

All you need is a computer with an Internet connection.

Making the Most of the Course

All students will receive:

Overview of Investment Products - You will receive the complete online investment products training course used by thousands of bank professionals.

Access to All Course Materials Online - You will have access to 100% of all course material via your Internet connection.

Banker's Academy Investment Products Certification (BAIPC) - Online tracking delivers your investment products certification instantly upon the successful completion of the course at no extra cost.

Toll Free Access to Instructors - Overview of Investment Products is a comprehensive program and can be very challenging. If at any time you need to speak with an instructor you can call us toll free at 888.433.2666, internationally at +1.212.631.9400 or email support@bankersacademy.com.

24 Hour Help - Our online help is available 365 days a year, 24 hours per day.

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