Customerwho justgraduatedcollegeCustomerrenewingCDCustomerlooking tosave forfutureCustomergettingmarriedTalk w/newCust. aboutfinancialfutureCustomerlooking forCD ratesCustomerwith networth ofover 10kCustomercashingout a CDCustomerswitchingeverythingover to CBCustomersaving fora houseCustomeropeningupCD/IRACustomergettingdivoriceCustomerhavingbabyCustomerhas highbalance inckg or savCustomerdepositinginvestmentcheckCustomer'schildgettingmarriedCustomergoingthroughlife changeMom orDadopening upminor savCustomerwith 10k+in assetsCustomerwith largecheckCusotmerlooking toretiresoonCustomercomplainingabout CDRatesCustomerjust out ofcollegeCustomerwho isstrugglingfinanciallyCustomerwho justgraduatedcollegeCustomerrenewingCDCustomerlooking tosave forfutureCustomergettingmarriedTalk w/newCust. aboutfinancialfutureCustomerlooking forCD ratesCustomerwith networth ofover 10kCustomercashingout a CDCustomerswitchingeverythingover to CBCustomersaving fora houseCustomeropeningupCD/IRACustomergettingdivoriceCustomerhavingbabyCustomerhas highbalance inckg or savCustomerdepositinginvestmentcheckCustomer'schildgettingmarriedCustomergoingthroughlife changeMom orDadopening upminor savCustomerwith 10k+in assetsCustomerwith largecheckCusotmerlooking toretiresoonCustomercomplainingabout CDRatesCustomerjust out ofcollegeCustomerwho isstrugglingfinancially

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