This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:
· Analyze customer cues and verbalized requests for different categories of investment products.
· Understand the use and purpose of investment strategies and products, and tailor products to suit customer needs.
· Differentiate between plans, products, and other investments.
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