Merle Goldstein Instructional Developments
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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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Photo used under Creative Commons from isado