Finance, 
Securities, & Business Projects

• Introduction to AIG Accident & Health Insurance - eLearning
• Analysis of an A&H Folder & Screens - guided exploration + audio
• The New Business Policy Issuance Process - eLearning & guided practice

• Fundamentals of the Security Industry – print self study
  

• Introduction to Brokerage Operations – print self study

• How to Manage the (Travel) Office: Accounting & Reports  – print self study 
  

• Introduction to Finance and Planning  – print self study & video
  
• American Express Equity Resource Line -- print self study

• The Custody Product Handbook/Workbook – print self study 
  

• MORCOM Access Implementation Training – guided practice
  

• WINGS Client Service Training – guided practice
  

• Business Ethics & Compliance Workshop -- classroom & print self study

• Basic Course in Shipping – print self study

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