The overall goal of this course is to provide participants with a structured analytic framework for the credit analysis of retail funds, alternative / hedge funds and asset managers.
The overall goal of this course is to provide participants with a structured analytic framework for the credit analysis of retail funds, alternative / hedge funds and asset managers.
Key Learning Outcomes:
Who Should Attend:
Commercial and investment banking professionals responsible for credit risk management and origination. The course is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset management industry.
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This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires.
This series covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies.
This module discusses choosing the mix of assets that works for your client. This course replicates the content from module 4 of the course Wealth Management - A Core NYIF Course.
This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth.
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