Customercashingout a CDCustomergettingmarriedCustomerhavingbabyCustomerwho justgraduatedcollegeCustomerjust out ofcollegeCustomerrenewingCDCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomersaving fora houseCustomeropeningupCD/IRACustomerlooking tosave forfutureCustomerwith networth ofover 10kCustomerswitchingeverythingover to CBCustomer'schildgettingmarriedCusotmerlooking toretiresoonCustomergettingdivoriceCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomercomplainingabout CDRatesCustomerwith largecheckCustomerdepositinginvestmentcheckCustomerwith 10k+in assetsCustomergoingthroughlife changeMom orDadopening upminor savCustomercashingout a CDCustomergettingmarriedCustomerhavingbabyCustomerwho justgraduatedcollegeCustomerjust out ofcollegeCustomerrenewingCDCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomersaving fora houseCustomeropeningupCD/IRACustomerlooking tosave forfutureCustomerwith networth ofover 10kCustomerswitchingeverythingover to CBCustomer'schildgettingmarriedCusotmerlooking toretiresoonCustomergettingdivoriceCustomerhas highbalance inckg or savCustomerlooking forCD ratesCustomercomplainingabout CDRatesCustomerwith largecheckCustomerdepositinginvestmentcheckCustomerwith 10k+in assetsCustomergoingthroughlife changeMom orDadopening upminor sav

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