Asset Markets & Related Concepts

Course Duration: 2 hour | CPD: 2 Unit/hr 

Course Overview: 

This course gives a perspective on the asset classes where wealth clients’ funds are invested & workings concepts on returns.

Learning Outcome & Modules:

• Nature of the asset classes i.e. equity, bonds etc.
• How returns from investments are computed
• Terms used by product specialists, to be explained to clients

Target Audience: 

• Frontline executives interacting with clients
• Mid-level; even juniors can attend for sensitization
• Operations/Compliance

All sections (including feedback) must be completed to obtain the certificate of attendance.

USE HEADPHONE FOR A BETTER LEARNING EXPERIENCE