Selling Nondeposit Investment Products
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.

The Employee Training & Development library group is designed to build confident, capable, and engaged employees at every level of your organization. From leadership and communication to customer service, time management, and professional growth, these courses empower your workforce with the skills needed to perform better, collaborate more effectively, and advance their careers. Delivered in an engaging, easy-to-assign format, this library helps organizations strengthen culture, improve productivity, and invest in long-term employee success—all from a single, flexible training solution.
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