T1. Investment Products: This topic will provide a general overview of investment products offered by most financial institutions to customers concerned with diversifying portfolios to generate more favorable returns.
T2. Investment Funds: This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.
T3. Commodities: This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.
T4. Trusts: This topic will detail the legal arrangements between parties for the benefit of beneficiaries, and the types offered by financial institutions as a means of investment.
T5. Insurance: This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.
T6. Estate Planning: This topic will introduce the learner to estate planning: the process of establishing a legal arrangement whereby owned property is designated to another individual.
T7. Retirement: This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.
T8. Alternative Investments: This topic will offer the learner a discussion of alternative investments which are not one of the three traditional asset types; these include hedge funds, managed futures, private equity, and real estate
T9. Investment Services: This topic will provide an overview of the various services offered by the institution to enhance portfolios and increase accountholder satisfaction