Institutions that sell or offer insurance products to consumers need to follow certain regulations. Review laws related to insurance referrals, information disclosure and methods of sale.
30 Minutes
Series: Credit Union Professional's Knowledge, Retail Banking for Banks
This series covers a variety of valuable topics for financial professionals who do not focus on regulatory compliance. Topics in this series range from financial institution overview and financial math skills training to etiquette and professional dress. Valuable knowledge that will help your team be more successful and help your institution present itself in an educated and professional manner.
The Retail Banking Series will arm your branch and frontline staff to effectively execute transactions and understand the working of retail products and services while staying up-to-date on the latest regulatory requirements.
This video-based series covers seven key topics to enhance the hiring, onboarding, and retention processes in financial institutions. The best practices in these courses will lead to higher employee engagement, teamwork, and reduced turnover.