Understanding the Investor

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

Course Overview: 

Understanding the investor is as important as understanding markets and products.

Course Objectives

With case lets, this module gives clarity on :

• Investor’s life cycle
• Example of retirement planning
• Examples of behavioural biases
• Small case-lets on appropriate investment recommendations

Target Audience: 

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

Modules:

• Investment life cycle
• Risk appetite
• Retirement planning
• Behavioural biases
• Investment-investor gap
• Case-lets

To follow the course, please quote the reference when registering for the course. Click here to register

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

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