INCAPITAL

Questions? Contact Structured Investments Trading: (919) 716-7840 or susan.potter@firstcitizens.com

For First Citizens Investor Services, Inc. Representative Use Only.

 
We are committed to providing educational resources to financial professionals. These educational courses help provide financial advisors with the tools to better understand and assess Market-Linked Products that may be appropriate for their clients’ portfolios.

Highlights

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Required Training for First Citizens Licensed Bankers

Please complete the following education courses before soliciting Market-Linked Product business.  First Citizens Series 6 LPAs will need an 80% pass rate on each of the following courses:

  • Market-Linked CD's
  • FDIC Insurance
  • Understanding Statement Values
  • Taxation for Market-Lined Products
  • GS Momentum Builder Multi-Asset 5S ER Index
  • Point-to-Point Growth Strategy


Incapital Education Center Dashboard

Market-Linked Product Courses

View Transcript

General

Course Status Certificate
Market-Linked CDs Not Completed
FDIC Insurance Not Completed
Principal Protected Market-Linked Notes Not Completed
Market-Linked Notes Not Completed
Understanding Statement Values Not Completed
Taxation for Market-Linked Products Not Completed

Underlyers

Structures

Course Status Certificate
Buffered Digital Notes Not Completed
Buffered Digital Plus Notes Not Completed
Point-to-Point Growth Strategy Not Completed

Market-Linked Products Education Center materials are subject to your firm element education policies and/or the education policies of the professional organization(s) of which you are a member. No regulatory body has approved the Market-Linked Products Education Center materials. If you have questions regarding credit, you should contact your firm’s compliance department or the professional organization(s) of which you are a member. Market-Linked Products Education Center materials are for educational purposes only and do not constitute an offer, solicitation or endorsement of any specific market-linked product.

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