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Effective Referrals Suite

This suite of two courses, one exercise module, and one toolkit* ​explores the Effective Referral Model for recognizing, responding to, and revisiting referrals. Completing this suite provides tactics for identifying clues about financial needs and connecting them to appropriate products and services. Concise, impactful lessons can be applied on the job immediately.

Duration: Approximately 15 minutes
Created: January 2018


*Only available as a suite

  • The Referral Process
    Guides you through connecting client-provided clues about financial needs to products and services using the Effective Referral Model. Create opportunities for building client relationships by identifying appropriate resources and guiding clients to them.

  • Making Referrals
    Guides you through introducing solutions and gauging interest in them. Uncover ways to establish a connection between the client and the appropriate specialist or resource. Gain insight into revisiting referrals to improve sales performance.

  • Effective Referrals – Apply What You've Learned
    Practice connecting clues about needs to products and services using the Effective Referral Model.

  • Toolkit
    Guides you through working with a coach to increase learning retention and provides additional reference materials for on-the-job application of the Effective Referral Model.


Branch and administrative office staff, call center staff, tellers, new hires, and anyone who may interact with customers.

Course Credits

ABA Certificates: This suite applies to the following certificates:


Questions? Please contact for more information.




Purchase for a Team
To license this suite to your bank for multiple learners, please contact ABA Training.​


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