 Event Name: FIBA Private Banking AML Course: 1 1/2 Day Training |
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Click here for this event's web page. |
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Date: |
Wednesday, March 10, 2010 - Thursday, March 11, 2010 |
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| Time: | 08:30
- 05:00 |
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| Location: |
FIBA, 80 SW 8 St., Suite 2170 - 21st floor, Miami, FL 33130
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| RSVP: |
Please call (305) 579-0086 to RSVP, or online at www.fibatraining.net or via email to fibatraining@fiba.net. Price includes all three modules and course materials.
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| Price: | - | |
| Details: |
(1 1/2 day training) The FIBA AML Institute's Private Banking AML Course is composed of three modules each lasting 1/2 day. Overview The focus of this course is to enhance the skills and techniques of experienced private bankers to help them acquire personal financial information from clients which are not only required in today's highly regulated environment, but which will help the private bankers provide more comprehensive services to their clients. The FIBA Private Banking AML course modules focus on what bankers can do, consistent with current regulatory and compliance requirements, and what they can do to be more effective in developing a broader wealth management relationship with the "right clients" by selling them the "right products" the "right way". Module I: "Selling to the Right People" The Ethical Foundation of a Successful Business Module II: "Selling the Right Products" The Ethics of Building Account Relationships Module III: "Selling the Right Way" The Ethics of Account Management |
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