Banking: Selling Nondeposit Investment Products

Banking: Selling Nondeposit Investment Products is a great introductory course to non-deposit investment products, or NDIPs. More and more Americans are opting to invest their money into mutual funds, rather than in interest-bearing checking accounts. Mutual funds are considered an NDIP, which depository institutions can offer directly, or through third parties like affiliated or unaffiliated registered securities broker-dealers. Non-deposit investment products carry certain risks that some consumers may not be aware of.

In this video course, part of our Banking series, we’ll talk about how to properly educate your customers and discuss guidelines surrounding the sale of these products.