Economics & Markets

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.

Updated: Feb. 2017
Re-versioned: June 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • 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.​​​

 

Course Credits

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

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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