The Role of a Private Banker

$95.00

SKU: 11136-1 Category: Tag:

Description

This course introduces the role of a Private Banker and emphasizes the importance of holistic wealth management advice. Get an overview of the knowledge and skills Private Bankers need to be successful, as well as what clients expect from their Private Banker.

What You’ll Learn

After completing the course, you will be able to:

  • Define private banking
  • Describe the role of a Private Banker
  • Explain how private banking benefits clients
  • Explain what clients expect from Private Bankers
  • List the areas of expertise that contribute to the success of a Private Banker

Additional information

Length

Approximately 23 minutes

Credits

0.50 CTFA

Member Price

95.00

Non-Member Price

135.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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