Private Banking & Wealth Management - Overview of Investing

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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.

Learning Objectives

After completing this course, students will be able to:

Questions? Please contact training@aba.com for more information.