Mom orDadopening upminor savCustomercashingout a CDCustomergettingmarriedCustomerhavingbabyCustomerdepositinginvestmentcheckCustomerwith 10k+in assetsCusotmerlooking toretiresoonCustomer'schildgettingmarriedCustomerlooking forCD ratesCustomerwith largecheckCustomercomplainingabout CDRatesCustomerswitchingeverythingover to CBCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomeropeningupCD/IRACustomerwith networth ofover 10kCustomerlooking tosave forfutureCustomergoingthroughlife changeCustomerhas highbalance inckg or savCustomerrenewingCDCustomersaving fora houseCustomergettingdivoriceCustomerwho justgraduatedcollegeMom orDadopening upminor savCustomercashingout a CDCustomergettingmarriedCustomerhavingbabyCustomerdepositinginvestmentcheckCustomerwith 10k+in assetsCusotmerlooking toretiresoonCustomer'schildgettingmarriedCustomerlooking forCD ratesCustomerwith largecheckCustomercomplainingabout CDRatesCustomerswitchingeverythingover to CBCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomerjust out ofcollegeCustomeropeningupCD/IRACustomerwith networth ofover 10kCustomerlooking tosave forfutureCustomergoingthroughlife changeCustomerhas highbalance inckg or savCustomerrenewingCDCustomersaving fora houseCustomergettingdivoriceCustomerwho justgraduatedcollege

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