Selling Nondeposit Investment Products
English
30-Day Money Back Guarantee
Full Lifetime Access
Self-Paced
Finish in
5 mins!
Finish in
5 mins!
Made for for
Employees
only
Employees
only
Certificate
of Completion
of Completion
Mobile -
Friendly
Access
Friendly
Access
Skills covered in this course
Description
More and more Americans are opting to invest their money into mutual funds, rather than in interest-bearing checking accounts. Mutual funds are considered a non-deposit investment product (NDIP), which depository institutions can offer directly, or through third parties like affiliated or unaffiliated registered securities broker-dealers. Non-deposit investment products carry certain risks that some consumers may not be aware of, so in this course, we'll talk about how to properly educate your customers and discuss guidelines surrounding the sale of these products.
Author
Making the Workplace Safer and Smarter
HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.
HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.
