Referring Trust Customers

Price: $ 159.00 (USD)
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Course Description

Referring Trust Customers teaches students how to identify and refer potential trust clients. The course explores the basic elements of a trust and the five primary reasons why clients want or need a trust. Students will learn trust terminology, common trust products and how they apply to a typical client, and the skills and techniques that support a client-benefit-focused referral approach"
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Course Outline

What Is a Trust? , How to Identify and Refer Trust Clients, Trust Products and Services , Course Wrap-up"
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More Information

Language English
Course Length 2.40 hours
Duration of Access Three Months
Vendor Zoologic (Read more about Zoologic accreditation.)
Course Certification Zoologic Certificate for the CPE Credits
Prerequisites/Audience An understanding of basic finance or banking principles may be helpful before starting this course.
Requirements/Materials Included MSIE 5.5, Flash v 5.0"
Price: $ 159.00 (USD)
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