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.

Duration: Approximately 10 minutes.

Audience: 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.

Learning Objectives:

  • 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

Related Training: Banking Basics Suite

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $55 
Non-Member $75


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To license this course for multiple learners, contact NYBA Professional Development.