Southeast Regional Center for Financial Training, Inc.
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To many
clients, "investing" simply means buying mutual funds. These
investors buy and sell mutual fund shares through a variety of sources and for
a number of different objectives. This course examines the steps investors must
take in planning a mutual fund investment: identification of investment
criteria, collecting information, assessment of risk, and purchasing shares. It
also details the various fees and expenses associated with
mutual funds and examines the tax implications of a mutual fund
investment. Audience: Private Bankers and other relationship officers with
responsibility for serving the high-net-worth clients who want to develop a
deeper understanding of the nature and characteristics of private banking,
opportunities to differentiate service levels, solutions that attract private
banking clients, and the product mix required to
sustain this profitable client segment.
Delivery
Options
Self-Paced Online.
Enrollment Form
Download and print an enrollment form from here, complete and fax to 904-354-1834.