Selling Financial Services

Skills and simple tools to convince potential customers buying financial products which are usually difficult to understand for people with non financial background

• How to establish a financial dialog between the salesmen (expert) and the customer (non-expert)
• Basics of financial mathematics (e.g. nominal and effective interest rates, compound interest rates, annual yield, performance, present and future value, etc.
• Calculating and presenting financial proposals. (A financial calculator is provided.)