Describe the basic elements of a trust Identify the five key reasons clients need or want a trust Refer clients to the trust department using the H.E.L.P. tool Identify trust accounts that map to clients' needs Learn More>>
Retell the history of banks in the US Describe the relationship between US banks and the Federal Reserve Identify and explain the different types of bank products and services Explain a bank's operations Describe a bank's infrastructure and how it is organized Dete Learn More>>
Explain why mortgage lending is beneficial to financial institutions Describe how the secondary market affects mortgage lending and its relationship with government-sponsored enterprises Explain the reasons why a person applies for a real estate loan Describe the b Learn More>>
Describe the type of financial information used by lenders and how it is prepared Define the purpose of the balance sheet, income statement and cash flow statement Explain how tax return forms provide important financial information Learn More>>
Describe what constitutes a complete tax return and how to identify signs of fraud Identify income trends and non-recurring situations used in analysis Describe the areas on tax returns that can be used to identify cross-sell opportunities Analyze wage and tip inco Learn More>>
Explain the history of securities products in banking Identify key regulations and guidelines banks must follow when selling securities products Identify benefits and risks associated with securities products Describe the basic features of common... Learn More>>
Define basic consumer credit terminology to clients Explain the two loan categories--non-real estate-related and real estate-related--along with the products associated with the categories For real estate-related products, determine the maximum loan amount availabl Learn More>>
Describe consumer credit basics including examples of consumer credit, the consumer credit operations of a bank, and the credit application process Define basic categories of consumer credit and terminology Explain how banks make money from loans including which ra Learn More>>
Describe small business market characteristics Explain how business cycles drive the need for credit Identify borrowing causes, loan purposes, and repayment sources Describe features and benefits of small business credit products Match small business credit product Learn More>>
Explain the importance of financial planning Describe different financial products Determine a client's current financial situation Identify a client's financial goals Determine a client's financial time frames Assess a client's risk tolerance Learn More>>
Complete the form below and click the Reset Password button. If we find your password, we'll send password reset instructions to the e-mail address we have on record for you.
E-mail: