Lesson 1 of 3
Key terms
Worked example
Common mistake
Learning checkpoints
Complete the module when the checkpoints are clear and the quiz is passed.
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Self-audit
Four jobs, then and now
Workbook
Preparation
Eight modules
Module progress
Welcome to the founding cohort
Learn to keep the banking function.
Eight modules, twenty-four lessons, eight quizzes, eight interactive tools, and a workbook you will reuse at every annual review. Work in order; each module builds on the last.
1
Read each lesson
Every module has three lessons with key terms, a worked example, and the mistake to avoid. Mark each lesson read as you go.
2
Pass the quiz
Five questions per module with explanations. Four correct passes the module. Retake as often as you like.
3
Use the tool
Each module has its own calculator or checklist. Use fictional or rounded figures only; nothing leaves your browser.
4
Write in the workbook
Three prompts per module plus the twelve-question meeting checklist. Print it before any agent meeting.
Your name for the certificate
How should the Academy address you?
Stored only in this browser. Leave blank to stay "Founding learner".
Educational disclosure. DueSmart Bank Academy and BANK provide general financial education only. They are not a bank, insurer, insurance producer, lender, investment adviser, attorney, accountant, or tax professional. Nothing presented is a recommendation to purchase, replace, borrow against, or surrender any financial or insurance product. Whole life insurance contracts, illustrations, riders, dividends, tax treatment, and policy loans vary by carrier, jurisdiction, design, and individual circumstances. Review actual contracts and illustrations and consult appropriately licensed professionals before making a decision.
Module 01 · Foundation
Keep the Bank
Module check
Five questions
Choose one answer per question, then check your answers. Four of five passes the module. Explanations appear after checking. Retake as often as you like.
Result0 of 5
Important: Figures stay in this browser and are not submitted by this page. Use fictional or rounded figures only. Actual insurance contracts and loans may include interest, timing, tax, lapse, and other effects that these simple tools do not model. Nothing here is a recommendation.
Module exercise
Write in general terms. Do not enter sensitive personal, medical, account, or policy information. Answers stay in this browser.
Answers save locally on this device.
Twelve-question meeting checklist
Bring structure into the conversation.
Check each question as you prepare it. Ask a licensed professional to answer using the actual contract and illustration.
Private working notes
What needs clarification?
Notes save locally on this device.
Reference
Glossary
Every key term from the course in one place, in plain language. Search, or scroll.
Completion
Certificate
Unlocks when all eight module quizzes are passed. Print it, or save it as a PDF from the print dialog.
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