Banks and Personal Wealth Management
ABA SELF-PACED ONLINE TRAINING
Guides you through managing the customers’ personal financial assets. See the active role banks play in their communities by growing assets. Explore the services banks may offer for financial planning and wealth management. Discover trust and investment products and services that meet many financial needs.
Approximately 10 minutes.
For Onboarding. Anyone who needs an introduction to banking, whether just starting a career in the industry or a more experienced professional from a different industry, including specialists in non-banking functions such as marketing, information systems, and human resources.
Related Training: Banking Basics Suite
The New York Bankers Association is a Local ABA Training Provider.
- Explain financial planning tools and process
- Describe insurance and investment products that banks offer
- Define retirement planning considerations and products
- Explain the laws, regulations, and expectations for banks and bankers engaged in providing investment, insurance and trust services
NYBA Professional Development at (212) 297-1679