RedFlagsPlacement"Pay-to-Play"ClientSecurityPositionsWISPPre-ClearLayeringRegFDN-CSRCleanDeskDueDiligenceOn-siteMNPIIntegrationComplianceAlphaFiduciaryFinancialStatementAuditsTrialBalancesProxyVotingSeparatelyManagedAccountsDirector$250FormPFRICsRedFlagsPlacement"Pay-to-Play"ClientSecurityPositionsWISPPre-ClearLayeringRegFDN-CSRCleanDeskDueDiligenceOn-siteMNPIIntegrationComplianceAlphaFiduciaryFinancialStatementAuditsTrialBalancesProxyVotingSeparatelyManagedAccountsDirector$250FormPFRICs

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