MNPIPre-ClearSeparatelyManagedAccountsLayeringFinancialStatementAuditsIntegrationWISPCleanDeskTrialBalancesProxyVotingDueDiligenceN-CSRClientSecurityPositionsOn-siteFiduciaryPlacement"Pay-to-Play"RedFlagsRICsDirectorFormPFComplianceAlphaRegFD$250MNPIPre-ClearSeparatelyManagedAccountsLayeringFinancialStatementAuditsIntegrationWISPCleanDeskTrialBalancesProxyVotingDueDiligenceN-CSRClientSecurityPositionsOn-siteFiduciaryPlacement"Pay-to-Play"RedFlagsRICsDirectorFormPFComplianceAlphaRegFD$250

Back Office Training - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. MNPI
  2. Pre-Clear
  3. Separately Managed Accounts
  4. Layering
  5. Financial Statement Audits
  6. Integration
  7. WISP
  8. Clean Desk
  9. Trial Balances
  10. Proxy Voting
  11. Due Diligence
  12. N-CSR
  13. Client Security Positions
  14. On-site
  15. Fiduciary
  16. Placement
  17. "Pay-to-Play"
  18. Red Flags
  19. RICs
  20. Director
  21. Form PF
  22. ComplianceAlpha
  23. Reg FD
  24. $250