Whether you’re just starting your career or seeking to elevate your expertise, this session is designed to empower financial services professionals at all levels. Don’t miss this opportunity to become a trusted advisor to your customers by mastering the essential skills in opening new accounts. Whether you’re handling simple consumer accounts or navigating the complexities of business and trust accounts, this course will give you the confidence to excel.
We’ve broken down the most essential elements of account opening into three engaging and highly informative sessions. Each session focuses on key aspects of opening new accounts, ensuring that you are fully prepared to meet the needs of every customer.
The cutting-edge format for this comprehensive course is designed to keep you engaged through blended self-paced learning, combining the flexibility of independent study with the value of live, interactive sessions. You’ll start by diving into the coursework at your own pace – working through readings and quizzes whenever it suits you.
Once you’ve completed the self-paced portion of the course, you’ll join an exciting, instructor-led session where the material comes to life. Here, you’ll engage in group discussions, ask your burning questions, and explore the concepts in greater depth. Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded.
