Recognize the extent of your money laundering responsibilities Describe how money is laundered Explain the requirements of a Customer Identification Program (CIP) Explain how customer accounts are monitored for unusual activity Summarize the reporting... Learn More>>
Explain what hedge funds are and how they make money Explain how to assess risk and return for hedge funds Identify the different types of hedge funds Learn More>>
Understand the concept of efficiency in asset allocation and how it relates to your client's portfolio Describe the steps in the optimization recipe Understand the necessity of the investment professional to the asset allocation process Understand your responsibili Learn More>>
Review the basic principles of performance measurement Describe three performance measurement techniques Apply performance measurement to typical case scenarios Learn More>>
Understand fixed income basics: types, reading quotes and reasons for choosing bonds Be familiar with how and why bond prices change Acquire tools for discussing fixed income investments with a client Learn More>>
Understand how human behavior influences decision making. Use tools to moderate dangerous tendencies in your clients, your colleagues, and yourself. Learn More>>
Understand the credit analysis process and loan structures Identify loan legitimate loan purposes from the point of view of the client, the bank, and regulators Build and analyze projected financial statements for primary and secondary sources of repayment Learn More>>
Be familiar with the types of money market instruments Acquire tools for discussing money market instruments with a client Learn More>>
This course is an introduction to alternative investments. You will learn about the various types of alternative investments including: real assets, venture capital, derivatives, exchange funds and hedge funds. Upon completion of the course, you will have tools Learn More>>
Understand equities basics: types, reading stock quotes and reasons for choosing equity Be familiar with different approaches to selecting securities Acquire tools for discussing equity investments with a client Learn More>>
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