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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
Private Banking & Wealth Management - Overview of Investing
- ABA eLearning
Price: $135 members; $180 non-members
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Registration Form Enroll
Online
Duration: 60 minutes
Course Description: This course looks at the fundamentals of
investing and investor behavior. The content focuses on what makes
investment different from speculation. this is followed by a detailed
description of some of the key investor behavioral traits. The field
of behavioral finance combines behavioral and cognitive psychological theory
with conventional financial theory and takes into account the human tendency
to behave irrationally when making investment decisions.
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: |
- Understand the
meaning of the terms investing, hedging, speculating, and arbitrage,
and the use of borrowing to leverage investments.
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- Describe the key
traits of investors as outlined by behavioral finance theorists
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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