ABA updates online training courses dealing with client referrals.

• Position: At Your Service

ABA HAS UPDATED ITS SELF-PACED ONLINE TRAINING COURSES dealing with effective client referrals. These courses include "Effective Client Referrals," "Referring Insurance and Annuity Clients," and "Referring Investment Clients."

And, in conjunction with the upcoming tax season, ABA has scheduled another session in February of the "IRA Online Institute," an instructor-led online class. A relevant self-paced online training course, "Introduction to IRAs" is also available.

The updated self-paced online courses are:

* "Effective Client Referrals" is intended to provide branch personnel with the skills to provide effective referrals for core bank products such as deposit accounts and loans. Member rate, $95 (nonmembers, $130).

* "Referring Insurance and Annuity Clients" discusses the different types of insurance and annuity products and examines how to identify and refer clients who might benefit from these products. Member rate, $95 (non-menbers, $130).

* "Referring Investment Clients" teaches bank personnel how to professionally refer clients to a licensed securities specialist. Member...