Seat Time: 1hrs - Desc:
This course will include information on the history and development of Individual Retirement Accounts (IRAs). This course will provide a brief overview of the various types of IRAs that exist, and will provide a list of frequently asked questions that the learner should be able to answer. After completing this program, the learner will be able to:
Seat Time: 2.25hrs - Desc:
This course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:
Seat Time: 1.75hrs - Desc:
This course will provide the learner with an introduction to the various investment banking and regulatory agencies that s/he will encounter and need to understand while working at the organization. After completing this course, the learner will understand the purpose and functions of the following agencies, among others:
Seat Time: 2.25hrs - Desc:
This course will introduce the learner to the scope and process of the wealth management discipline, including how to group clients based by net-worth. Additionally, the course will teach the learner about the many resources available to wealth managers that allow them to best acquire clients, put together a prospectus, and analyze market trends. Upon successful completion of the course, the learner will have a strong understanding of:
Seat Time: 2.25hrs - Desc:
This course will discuss project management and the importance of customer focus. This course will also introduce various steps in the planning and implementation process of project management. After completing this program, the learner will be able to:
Seat Time: 1.75hrs - Desc:
This course will demonstrate the important role that human resources personnel play at an organization, and provide a detailed overview of the diverse array of responsibilities that is indicative a professional and efficient HR department. Upon successful completion of this course, the learner will understand: