Economics and Markets

ABA SELF-PACED ONLINE TRAINING

Explains the macro-economic forces that affect financial markets and investment portfolios enabling advisors to have a deeper conversation about these topics with clients. Introduces the important relationship between interest rates and inflation, and explores the causes and effects of inflation and how inflation is measured.

Objectives:

  • Describe the relationships between macro-economic forces and financial markets
  • Explain how the Gross Domestic Product (GDP) affects the business cycle
  • Describe how changes in interest rates affect financial markets and investors
  • Describe how inflation affects GDP and investor buying decisions
  • Distinguish between the government’s fiscal policy and the Federal Reserve’s monetary policy

Audience:  Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

ABA Certifications: 1.0 CRSP, CSOP, CTFA

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 $175
Non-Member $225


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