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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
Private Banking & Wealth Management - Asset Classes (Part II)
- ABA eLearning
Price: $135 members; $180 non-members
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Online
Duration: 75 minutes
Course Description: This course looks at the risk/return
characteristics and diversification benefits of other (other than equity)
asset classes such as bonds (fixed income), cash and cash equivalents, real
estate, and alternative assets such as commodities, private equity and hedge
funds.
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: |
- Describe the key
features and risk and return characteristics of the main non-equity
asset classes, namely bonds, cash and cash equivalents, real estate,
and alternative assets.
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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