Introduction to Financial Investment Products Seminar
In today’s interest rate environment, customers are increasingly looking for a wide array of investment options. This seminar will review the basic security options available to the consumer. Participants will review investment products, characteristics, risk and potential return of investment vehicles. Please note that this is NOT a financial planning workshop.
- 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: This seminar will provide an effective introduction to financial investment products for all customer-contact personnel.
Instructor: J.T. Turner has over 28 years of experience in the financial services industry. He has worked as a trainer for the past 22 years, in areas of lending, underwriting, origination, deposit products, 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.