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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
Private Banking & Wealth Management - Techniques of Investing
- ABA eLearning
Price: $203 members; $270 non-members
Print Registration Form Enroll
Online
Duration: 75 minutes
Course Description: This course explores the array of products,
strategies, and fund managers clients can choose. Through indirect
investment vehicles it is now easier than ever to access a wider range of
asset classes. The managers of these investments can adopt an active
or passive style, and there are advantages and drawbacks to both. In
recent years, hybrid solutions have emerged and filtered down to wealth
managers to offer to their private clients. This course looks at many
of these issues with a focus on the active versus fund management debate.
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: |
- Distinguish
between direct and indirect methods of investing, and describe the
various types of indirect investment vehicles.
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- Debate the
relative merits of active and passive fund management.
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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