Since every financial institution has a unique set of financial literacy needs, Educated Banker offers several solutions from which to choose:

This is an event-driven training program that is designed to increase overall financial literacy of customer-facing employees.  Participants who complete this program are more confident in profiling customers about all their financial needs and better equipped to identify referral opportunities to investment, lending and other product specialists. 

 


This is a comprehensive ten-hour training program, designed for licensed bankers and customer facing employees who are expected to refer.  The Certification program focuses on key investment concepts, portfolio construction and investment strategies.  The Certification Program includes sections on personal finance, investment strategy and concepts, retirement planning, mutual funds basics and annuity fundamentals. 

 


Educated Banker Certification Program

Educate Banker           Financial Fitness Challenge

Solutions

Educated Banker Advanced Solutions

Educated Banker will assist in the financial institution in designing a learning plan and content that is customized to their specific needs.  This could include an expanded version of Educated Banker Certification Program and/or additional content areas such as the fundamentals of capital markets (i.e. equities, bonds and municipal bonds), risk management and estate planning.