Investor Profiling
Price: $ 60.00 (USD)
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You will receive 1 credit (CE) upon completion of this course.
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Course Description
This course covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies.
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Course Outline
- Determining the client''s time horizon
- Determining the client's risk tolerance
- Determining the client's tax rates and implications
- Constructing an appropriate investment approach
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- Determining the client's risk tolerance
- Determining the client's tax rates and implications
- Constructing an appropriate investment approach
More Information
| Language | English |
| Course Length | 1.00 hours |
| Duration of Access | 91 Days |
| Continuing Education Credits | 1 |
| Instructor | Self Study |
| Vendor | New York Institute of Finance |
| Course Certification | Certificate of completion with NASBA CPE Credits |
| Prerequisites/Audience | New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, portfolio managers and other Product Specialists requiring an in-depth overview of wealth management, and individuals working in the finance arena |
| Requirements/Materials Included | none |
Price: $ 60.00 (USD)
Add to Cart