Includes handling of cash and checks, savings accounts and account insurance. Role of savings institutions in the modern business world. Includes the historical development of savings institutions and their present-day dynamics and trends in business. Interpersonal relations as applied to the financial services professional. Includes customer and peer relations and techniques for applying human relations concepts on the job.
Interpersonal communication skills in a financial institution setting.
Includes practical techniques for listening more effectively, persuading others, solving problems and managing conflicts with customers and co-workers. Examination of various investment vehicles and portfolios. Includes strategies for achieving investment goals in view of risk and return relationships. Also includes common stocks, bonds, investment companies, types of speculative investments and a review of various portfolios with different investment objectives. Relationship of economic behavior to savings institutions.