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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
Asset Classes (Part I)
- ABA eLearning
Price: $135 members; $180 non-members
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Online
Duration: 60 minutes
Course Description: An asset class is defined as a group of
securities or instruments that demonstrate similar characteristics, behave
similarly in the market, and are essentially subject to the same laws and
regulations. In simple terms, asset classes are the basic "building
blocks" of an investment portfolio. This course looks at how assets
are classified and evaluated by investors and portfolio managers. It
focuses on the equity asset class in particular, examining the features and
characteristics of the class as a whole as well as its various subclasses.
Audience:
Private Bankers and other relationship officers with responsibility for
serving the high-net-worth clients who want to develop a deeper
understanding of the nature and characteristics of private banking,
opportunities to differentiate service levels, solutions that attract
private banking clients, and the product mix required to sustain this
profitable client segment.
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Learning Objectives:
After completing this course,
students will be able to: |
- Outline how
investors evaluate assets and how these assets can be classified.
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- Describe the key
features and characteristics of equities as an asset class.
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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