Customercomplainingabout CDRatesCustomergoingthroughlife changeMom orDadopening upminor savCustomeropeningupCD/IRACusotmerlooking toretiresoonCustomersaving fora houseCustomergettingdivoriceCustomerwho isstrugglingfinanciallyCustomerjust out ofcollegeCustomerlooking forCD ratesCustomergettingmarriedCustomerhavingbabyCustomerwith largecheckCustomerrenewingCDCustomerhas highbalance inckg or savCustomerswitchingeverythingover to CBCustomerlooking tosave forfutureCustomercashingout a CDCustomerwith networth ofover 10kCustomer'schildgettingmarriedCustomerwith 10k+in assetsCustomerwho justgraduatedcollegeTalk w/newCust. aboutfinancialfutureCustomerdepositinginvestmentcheckCustomercomplainingabout CDRatesCustomergoingthroughlife changeMom orDadopening upminor savCustomeropeningupCD/IRACusotmerlooking toretiresoonCustomersaving fora houseCustomergettingdivoriceCustomerwho isstrugglingfinanciallyCustomerjust out ofcollegeCustomerlooking forCD ratesCustomergettingmarriedCustomerhavingbabyCustomerwith largecheckCustomerrenewingCDCustomerhas highbalance inckg or savCustomerswitchingeverythingover to CBCustomerlooking tosave forfutureCustomercashingout a CDCustomerwith networth ofover 10kCustomer'schildgettingmarriedCustomerwith 10k+in assetsCustomerwho justgraduatedcollegeTalk w/newCust. aboutfinancialfutureCustomerdepositinginvestmentcheck

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