Series 6, 7, More

Hello All,

New FINRA Training Courses

Bateman Learning, Inc. is now able to provide quality, exam based study materials so that financial services professionals that are studying for their Series 6 & 63, Series 26, Series 24, Series 7, Series 65 and Series 66 licenses will obtain all the knowledge they need to pass the exam the first time.  Also, these study courses will reflect changes occurring in the financial services industry that will come out of the new legislation that we expect to become law in the near future.  Additionally, as the law changes, these courses will be updated on a regular basis.

Expanding Your Knowledge Base

Let’s talk about expanding your knowledge base.  The financial services professional must continue to focus on expanding his/her knowledge base in order to continue to meet the needs of the consuming public.  These prospects are continuing to increase their knowledge base through the use of the internet so we must at least keep pace with them if we are going to be able to help them with their planning needs.

Education, Collaboration, and Motivation

We at Bateman Learning, Inc. and www.MyCEonline.com have always believed that an educated prospect will become a better and more persistent client over time.  Clients want to make informed decisions, not have to fight off the salesman.  If the client’s needs are not addressed properly, in other words, with the client’s best interest in mind, the relationship will fail.  Prospects want general education about the issues, then they want to collaborate with the professional to develop solutions, and then they want to be asked to move forward or motivated.  The expectations of our clients and our regulators is to address the needs of the prospect in a fiduciary manner.  This means we must put the prospect’s needs first, before our own needs.  In the coming months and years this will be our obligation.

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