Class of Business 5: Short and Long Term Deposits

By course completion, participants will excel in needs analysis, interest rate calculations, and a comprehensive understanding of deposit products. Emphasis is on effective communication of product options, adherence to codes of conduct, and a client-centric approach. Modules delve into needs analysis, interest calculations, and communication of various deposit options. Join us to master the intricacies of banking products, ensuring proficiency in compliance, communication, and holistic client assistance in the financial services landscape.

Modules:

Module 1: Needs Analysis
Module 2: Interest Calculation
Module 3: Communicate Product Options
Module 4: Communicate Product Features, Including Tax
Module 5: Specific Code of Conduct for Short-Term Deposits