ABA eLearning Courses - Private Banking

 

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Asset Classes (Part I)
- ABA eLearning

Price: $135 members; $180 non-members     
Print Registration Form     Enroll 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.

Learning Objectives:  After completing this course, students will be able to:
  • Outline how investors evaluate assets and how these assets can be classified.
  • Describe the key features and characteristics of equities as an asset class.

For further information, please call 212-297-1679 or elegg@nyba.com.

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