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 course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires.
The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning.
After completing this program, the learner will be able to:
With 30+ years of experience, Banker's Academy is the leading global provider of training solutions to the financial community. We specialize in BSA/AML, Compliance Officer, HR Professional, Teller and Branch Manager Training.
We’re proud to have partnered with over 2,500 clients worldwide in various financial services industries, with a focus on banks, credit unions, and money service businesses. Let us help you reach your target audience with an innovative, results-driven educational experience.
Our Mission:
To excel as the premier provider of innovative training solutions to the financial industry, and remain the preferred partner of choice to our valued customers.
Our Values:
Honesty & Integrity. We believe in professionalism and honesty in all our working relationships. We hold ourselves accountable to the highest ethical and performance standards.
Passion & Excellence. We love what we do. Quality and excellence are at the core of our work, allowing us to provide exceptional products and services to our customers.
Leadership & Empowerment. We encourage leading by example, and empower our employees to make the right decisions, instilling a strong sense of confidence and corporate responsibility.
Collaboration & Respect. We prize a culture of participation and collaboration. We respect and encourage individual differences as they are part of our strength as a team.
Innovation & Adaptability. We foster a continuous learning culture that inspires creativity and innovation, allowing us to adapt and thrive in a growing global community.
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.
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.
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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