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Your Bank: Financial Services Education
Topic Summary
Financial Education is lacking in our society. Today, the general public and professional are in need of financial education as major events cause financial stress and challenge people’s personal finance. The events changing our world are rooted in key factors. The rise of Artificial Intelligence, which becoming more prevalent in people’s daily lives, also threatens the loss of traditional jobs and many people losing their income. In addition, upcoming retirement thresholds will bring new wave
of retirees, and the transition of wealth to generations that, in many cases, have not worked to proactively build what has been left to them, creates a separation of economic status and knowledge in our society.
This keynote, will empower people by enhancing their knowledge of the financial system that governs them, and gives them immediate resolution tools to access to fix and access credits, to invest in the markets, and to manage their banking relationships smartly. The audience will learn from the voice of a former banking executive officer in commercial and investment banking based in New York City.
𝙇𝙚𝙖𝙧𝙣𝙞𝙣𝙜 𝙊𝙗𝙟𝙚𝙘𝙩𝙞𝙫𝙚𝙨:
The participant will...
- Elevate Financial System Perception and Understanding: Develop a keen ability to RECOGNIZE the characteristics of banks, how your money flows,
- Discover what you can do to access more money, more credit, better interest rates, better financial products
- Self-Empower Ownership: Seize OWNERSHIP of your banking and financial relationships
- Foster a forward-looking mindset that identifies opportunities that you can take from banking and financial services
𝙏𝙖𝙧𝙜𝙚𝙩 𝘼𝙪𝙙𝙞𝙚𝙣𝙘𝙚:
This presentation is designed for forward-thinking audiences who want to understand the financial system from a real banker and leader’s perspective.
Whether you are an executive, or professional in an industry outside of banking, a manager, entrepreneur, or individual, this empowering keynote offers valuable insights and actionable strategies to navigate and use the financial system to your advantage. Simplifying the complex. Attendees will gain the tools and inspiration to become catalysts for positive transformation and drive lasting impact in their own financial lives.
Conference Detailed Value Content
But WHO CAN TEACH FINANCIAL SERVICES EDUCATION ACCURATELY?
Those who have experience it, have been there and done it, and have a passion and ability to teach it.
This session will make the audience understand on how to use the financial systems, and how can they work to their individual or business advantage. It shares financial system framework, real world experiences, to help people understand how they can use their own financial system experience to gain more wealth and gain more advantage from their banking institutions.
It’s time to break free – use your bank for financial growth. This session is your chance to gain valuable insights and learn how to be use the banking and financial services institutions to your advantage.
With 15 years of finance and banking work experience, managing financial portfolios as a banker, and working with CEO’s, Banking Executives in Small, Regional, and Systematically Important Banks, as a consultant, this session will explain financial system education.
From Houston to New York City, from the USA to Europe, this keynote compiles real world experiences from a Senior Banking Officer Executive, and a Data Models & Risk Regulatory Banking Consultant at top financial institutions. This session empowers the audience to understand the financial system.
𝙆𝙀𝙔𝙒𝙊𝙍𝘿𝙎:
- Financial Services Education
- Financial Products
- Credit
- Investments
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