Economics & Markets

Course Number: ABA

Course Code: ABA

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: February 2019

What You’ll Learn
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.???

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CRSP, CSOP, CTFA(INV)

Length: 55 minutes

ABA Training