CustomerdepositinginvestmentcheckCustomerlooking tosave forfutureCustomersaving fora houseCustomeropeningupCD/IRACusotmerlooking toretiresoonCustomerjust out ofcollegeCustomergettingdivoriceCustomerhas highbalance inckg or savCustomergettingmarriedCustomerwho isstrugglingfinanciallyCustomerwho justgraduatedcollegeCustomergoingthroughlife changeCustomerswitchingeverythingover to CBCustomerrenewingCDCustomercashingout a CDCustomerwith 10k+in assetsCustomerwith networth ofover 10kCustomerlooking forCD ratesCustomerwith largecheckCustomercomplainingabout CDRatesMom orDadopening upminor savCustomer'schildgettingmarriedTalk w/newCust. aboutfinancialfutureCustomerhavingbabyCustomerdepositinginvestmentcheckCustomerlooking tosave forfutureCustomersaving fora houseCustomeropeningupCD/IRACusotmerlooking toretiresoonCustomerjust out ofcollegeCustomergettingdivoriceCustomerhas highbalance inckg or savCustomergettingmarriedCustomerwho isstrugglingfinanciallyCustomerwho justgraduatedcollegeCustomergoingthroughlife changeCustomerswitchingeverythingover to CBCustomerrenewingCDCustomercashingout a CDCustomerwith 10k+in assetsCustomerwith networth ofover 10kCustomerlooking forCD ratesCustomerwith largecheckCustomercomplainingabout CDRatesMom orDadopening upminor savCustomer'schildgettingmarriedTalk w/newCust. aboutfinancialfutureCustomerhavingbaby

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