CustomerhavingbabyCustomerdepositinginvestmentcheckCustomerwith networth ofover 10kCustomerhas highbalance inckg or savCustomerrenewingCDCustomergettingdivoriceCustomergettingmarriedCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwho justgraduatedcollegeCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomercashingout a CDCustomersaving fora houseCustomer'schildgettingmarriedMom orDadopening upminor savCustomerwith 10k+in assetsCustomerwith largecheckCustomerlooking forCD ratesCustomeropeningupCD/IRACustomergoingthroughlife changeCusotmerlooking toretiresoonCustomerswitchingeverythingover to CBCustomerjust out ofcollegeCustomerhavingbabyCustomerdepositinginvestmentcheckCustomerwith networth ofover 10kCustomerhas highbalance inckg or savCustomerrenewingCDCustomergettingdivoriceCustomergettingmarriedCustomerlooking tosave forfutureCustomercomplainingabout CDRatesCustomerwho justgraduatedcollegeCustomerwho isstrugglingfinanciallyTalk w/newCust. aboutfinancialfutureCustomercashingout a CDCustomersaving fora houseCustomer'schildgettingmarriedMom orDadopening upminor savCustomerwith 10k+in assetsCustomerwith largecheckCustomerlooking forCD ratesCustomeropeningupCD/IRACustomergoingthroughlife changeCusotmerlooking toretiresoonCustomerswitchingeverythingover to CBCustomerjust out ofcollege

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