Learnedsomethingfrom anIRPReferralto anIRPactionedall leadson 360Referralto anIRPSet upPACActivatedRRSPleadReviewedInvestmentDiscussedValueprogramRenewMortgageAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentUsedMyAdvisorto updateKYCupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreviewLearnedsomethingfrom anIRPReferralto anIRPactionedall leadson 360Referralto anIRPSet upPACActivatedRRSPleadReviewedInvestmentDiscussedValueprogramRenewMortgageAddedIRP to aGICrenewalUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentUsedMyAdvisorto updateKYCupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewEverydaybankingreview

Investment Season Bingo - 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. Learned something from an IRP
  2. Referral to an IRP
  3. actioned all leads on 360
  4. Referral to an IRP
  5. Set up PAC
  6. Activated RRSP lead
  7. Reviewed Investment
  8. Discussed Value program
  9. Renew Mortgage
  10. Added IRP to a GIC renewal
  11. Used MyAdvisor to update networth
  12. Used MyIP for fullfilment
  13. Used MyAdvisor to update KYC
  14. updated personal development plan
  15. Booked an appt for investment review
  16. Everyday banking review