Customerwho justgraduatedcollegeCustomergettingmarriedCustomerwith 10k+in assetsCusotmerlooking toretiresoonCustomerwith largecheckMom orDadopening upminor savCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomergettingdivoriceCustomer'schildgettingmarriedCustomerdepositinginvestmentcheckCustomerswitchingeverythingover to CBCustomeropeningupCD/IRACustomerhavingbabyCustomerwith networth ofover 10kCustomercashingout a CDCustomersaving fora houseCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwho isstrugglingfinanciallyCustomergoingthroughlife changeCustomerjust out ofcollegeCustomerrenewingCDTalk w/newCust. aboutfinancialfutureCustomerwho justgraduatedcollegeCustomergettingmarriedCustomerwith 10k+in assetsCusotmerlooking toretiresoonCustomerwith largecheckMom orDadopening upminor savCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomergettingdivoriceCustomer'schildgettingmarriedCustomerdepositinginvestmentcheckCustomerswitchingeverythingover to CBCustomeropeningupCD/IRACustomerhavingbabyCustomerwith networth ofover 10kCustomercashingout a CDCustomersaving fora houseCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwho isstrugglingfinanciallyCustomergoingthroughlife changeCustomerjust out ofcollegeCustomerrenewingCDTalk w/newCust. aboutfinancialfuture

How to target a CFA referral - 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. Customer who just graduated college
  2. Customer getting married
  3. Customer with 10k+ in assets
  4. Cusotmer looking to retire soon
  5. Customer with large check
  6. Mom or Dad opening up minor sav
  7. Customer has high balance in ckg or sav
  8. Customer looking for CD rates
  9. Customer getting divorice
  10. Customer's child getting married
  11. Customer depositing investment check
  12. Customer switching everything over to CB
  13. Customer opening up CD/IRA
  14. Customer having baby
  15. Customer with net worth of over 10k
  16. Customer cashing out a CD
  17. Customer saving for a house
  18. Customer looking to save for future
  19. Customer complaining about CD Rates
  20. Customer who is struggling financially
  21. Customer going through life change
  22. Customer just out of college
  23. Customer renewing CD
  24. Talk w/new Cust. about financial future