New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Member Service Representatives or anyone who is newly involved in the opening, selling, marketing, or administration of IRAs. Any supervisor/manager who "oversees" the IRA department and may be responsible for answering IRA member’s questions or concerns but does not actually open IRA accounts. Experienced IRA trainers or personnel who like a review of the basics and forms.
Continuing Education Credit Information
Recommended for 8 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.