Financial Foundations
Recommended for:
- Retail Bankers
- Bank Management
- New Employees
Series Description
Financial Foundations is a comprehensive training program designed to equip client-facing financial institution employees with the knowledge, skills, and confidence needed to effectively educate and engage customers on common financial matters. This courseware ensures that employees can deliver accurate, clear, and empathetic financial guidance, fostering trust and long-term relationships with customers.
Included Courses
- Debt Management: Guiding Customers on Smart Borrowing Techniques (30m)
- Budgeting Basics: Helping Customers Manage Budgeting & Savings Practices (20m)
- Mastering Retirement Planning: Empowering Customers for Secure Futures (30m)
- Savings Essentials: Guiding Customers to Financial Security (20m)
- Fraud Awareness: Guiding Customers on Preventing Scams and Identity Theft (30m)
- Retirement Accounts 101 (20m)
- Digital Banking Essentials: Guiding Customers through Modern Financial Tools (20m)
- Credit Fundamentals: Guiding Customers through Consumer Credit Options (25m)
- Banking Essentials: Guiding Customers through Account Options (30m)
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